Tax Analyst

Kansas City, Missouri, United States of America At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. As a member of Lockton’s dynamic Tax Team, this associate will play an integral role in Lockton’s US tax reporting and compliance operations, including maintaining tax records and preparing tax returns, related schedules, and related reports for various tax types including but not limited to income, withholding, composite, property, and other transactional taxes. This associate will support the quarterly taxable income projections and forecasts as well as support the team in tax planning strategies. The associate will work closely with our outside compliance partners to ensure timely and accurate preparation of relevant US tax forms. Responsibilities: • Prepare and review tax workpapers and related filings to support the annual income tax filings for federal income tax purposes such as Forms 1065, 8858, 8865 and 5471. • Review of tax documents and forms prepared by outside tax advisors • Manage data collection process with Lockton’s accounting and finance teams and identify and implement process improvements. • Prepare other miscellaneous tax filings. • Research relevant tax issues, present findings to team. • Engage with projects related to management and operational financial statement reporting. • Respond to federal, state and local tax audits and inquiries related to tax filings • Collaborate with team in tax planning strategies including preparation and filing of tax election forms. • Special projects and other duties assigned. • Take part in internal and external training and learning opportunities to further their professional development. Qualifications • Bachelor’s degree in accounting and good knowledge of accounting principles with a Master of Taxation and CPA preferred. • 2-3 full years of federal income tax reporting and compliance experience in a multi-national work environment dealing with accounting and general taxation matters, which may be in industry, public accounting, or similar surroundings. • Preference for experience with flow-through entities such as S Corps and partnerships and US international tax forms (Forms 8858, 8865, 5471 etc). • Excellent computer skills including experience with MS Office software and data collection tools, Advanced Excel skills a must; prior experience with ONESOURCE Dataflow a significant advantage. • Experience with Microsoft Power tools is a plus • Strong project management and time management skills • Strong oral and written communication and interpersonal skills • Strong analytical and problem-solving skills • Ability to work both independently as well as collaboratively in a team environment across varying functions. #LI-JM Equal Opportunity Statement Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees. #J-18808-Ljbffr