Tax Analyst

Wolters Kluwer • Kennesaw, GA

10d

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 ensure the organization’s tax obligations are met efficiently and accurately.

The position involves preparing and filing intermediate-level 1099 returns and documentation, maintaining tax records, assisting with estimates and forecasts, researching tax laws, reviewing calculations and submissions, addressing discrepancies, and responding to stakeholder inquiries. It also requires communicating tax information clearly, producing detailed reports, and working effectively in a fast-paced environment with limited direction.

Requirements

• Four years of experience preparing and reviewing Form 1099s and schedules.
• Basic understanding of trust tax return concepts.
• Extensive experience using tax software; CCH is preferred.
• Strong attention to detail and ability to identify inconsistencies in large amounts of data.
• Strong PC and business software application skills, including Microsoft Office and Excel.
• Ability to analyze tax data, identify trends, and resolve tax issues.
• Ability to research and interpret tax code.
• Ability to communicate tax information clearly to non-experts.
• Excellent oral, written, and presentation skills.
• Ability to interact with internal and external clients, assess business challenges, and collaboratively define solutions.
• Ability to work with limited direction while keeping stakeholders informed.
• Ability to manage multiple tasks and projects concurrently in a fast-paced, fluid environment.
• Ability to prioritize tasks and meet strict tax deadlines.

Nice To Haves

• Degree in accounting or taxation.
• Deeper understanding of trust and 1099 tax principles and regulations.
• Public accounting and/or financial institution background.
• Enrolled Agent or CPA credential.
• Competence with tax preparation software, preferably CCH.

Responsibilities

• Prepare and file intermediate-level 1099 tax returns and documentation.
• Maintain comprehensive and up-to-date tax records.
• Assist in preparing tax estimates and forecasts.
• Collaborate with internal teams to gather data 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.
• Support special projects and collaborate with cross-functional teams.
• Generate detailed tax reports.
• Mentor and assist other 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