Tax Analyst Associate (Hybrid in CA)

First American•Santa Ana, CA

3d•Hybrid

About The Position

First American Trust is seeking a detail-oriented Tax Analyst Associate to support fiduciary income tax reporting and financial planning. This role involves reviewing tax information for various investment types, assisting with reconciliation, and preparing tax estimates and returns. The position is hybrid and located in CA.

Requirements

Bachelor's degree or equivalent combination of education and experience
2+ years of related experience
Entry level knowledge of all finance, financial planning, accounting, and tax areas of a business
Strong time management, communication, decision-making, presentation, human relations, and organizational skills

Responsibilities

Review fiduciary income tax returns, including coordination of payment for balances due and distribution of Schedule K-1 to beneficiaries
Monitor tax return preparation process to ensure timely completion
Assist with quarterly tax projections and coordinate payment of tax estimates
Address tax notices by contacting tax agencies and/or preparing response letters
Assist with tax, estate, and financial planning opportunities
Assist with generating annual tax worksheets, including monitoring of income reallocation factors for mutual funds, master limited partnerships, original issue discounts, unit investment trusts, mortgage-backed securities, and real estate mortgage investment conduits
Coordinate filing of tax informational forms (i.e., Forms 1099-DIOB, 1099-MISC, 1099-NEC, 1099-R, 5498, etc.)
Prepare quarterly and/or annual federal and state tax withholding returns
Oversee tax return processing to maintain quality control and ensure tasks are completed
Perform monthly tasks to support functional areas within the tax and operations departments, including review of trust accounting data recorded in FIS Addvantage and troubleshooting problems to ensure data integrity and seamless integration of transaction data mapped to OneSource Trust Tax software, and preparation of monthly, quarterly, and/or annual federal and state tax withholdings informational returns
Work on other special projects assigned by the tax and operations department managers, including assisting with drafting/updating tax procedures
Some travelling may be required to attend tax conferences.