Tax Analyst

Wolters Kluwer • Riverwoods, IL

12d • $57,400 - $98,350

About The Position

As a Tax Analyst, you will manage and prepare 1099 tax records and filings, assist in preparing 1041 returns, and provide insights into tax compliance and strategies. The role builds on foundational tax knowledge and includes supporting special projects and collaborating with cross-functional teams to help ensure the organization’s tax obligations are met efficiently and accurately.

The role involves preparing and filing intermediate-level 1099 returns and documentation; maintaining tax records; assisting with estimates and forecasts; gathering data from internal teams; reviewing tax calculations and submissions; researching tax laws and regulations; responding to tax inquiries; and identifying discrepancies in tax documentation. The position also calls for communicating tax information clearly, producing detailed reports, managing deadlines, and working with limited direction in a fast-paced, fluid environment.

The listed compensation range is $57,400–$98,350 USD, and the role is eligible for a bonus. Wolters Kluwer describes a range of benefits and programs, including medical, dental, and vision plans, 401(k), FSA/HSA, commuter benefits, tuition assistance, vacation and sick time, and paid parental leave. Applicants may be required to appear onsite at a Wolters Kluwer office during the recruitment process.

Requirements

• Four years of experience preparing and reviewing Form 1099s and schedules.
• Basic understanding of trust tax return concepts.
• Extensive experience using tax software.
• Ability to interact with internal and external clients, assess business challenges, and collaboratively define solutions.
• Excellent oral, written, and presentation skills.
• Ability to work with limited direction while keeping stakeholders apprised of project status.
• Strong attention to detail and ability to identify inconsistencies in large amounts of data.
• Strong PC and business software skills, including Microsoft Office and Excel.
• Ability to work effectively in a fast-paced, fluid environment while handling multiple tasks and projects concurrently.
• Ability to prioritize work to meet strict tax deadlines.
• Ability to communicate tax information clearly to non-experts.
• Analytical, research, problem-solving, and detailed-reporting skills.

Nice To Haves

• Degree in accounting or taxation preferred.
• Deeper understanding of trust and 1099 tax principles and regulations.
• Tax preparation software proficiency; CCH preferred.
• Immediate to advanced Excel skills.
• Public accounting and/or financial institution background.
• Enrolled Agent or CPA is a plus.

Responsibilities

• Prepare and file intermediate-level 1099 tax returns and documentation.
• Maintain comprehensive and updated tax records.
• Assist in preparing tax estimates and forecasts.
• Collaborate with internal teams to gather data needed for tax filings.
• Review tax calculations and submissions for accuracy.
• Research current tax laws and regulations.
• Respond to tax inquiries from internal and external stakeholders.
• Identify and address discrepancies in tax documentation.
• Assist in preparing 1041 returns.
• Assist with special projects and collaborate with cross-functional teams.
• Mentor and assist team members with questions and best practices.
• Keep key stakeholders apprised of project status.

Benefits

• Medical, dental, and vision plans.
• 401(k).
• FSA/HSA.
• Commuter benefits.
• Tuition Assistance Plan.
• Vacation and sick time.
• Paid parental leave.
• Bonus eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed