Tax Analyst

CrossCountry Mortgage, LLC; Cleveland (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking a Tax Analyst to support federal, state, and local tax compliance and accounting functions. This role partners with Tax, Accounting, Finance and external providers to ensure accurate returns and reporting.

The ideal candidate has a Bachelor's in Accounting/Taxation, 1+ year of experience, and strong Excel skills. CPA or Master’s Taxation is preferred; ASC 740 experience is a plus.

Qualifications

• Bachelor's in Accounting, Finance, Taxation or related field.
• Master of Taxation and/or CPA certification preferred.
• 1+ years of tax, accounting, or financial analysis experience.
• Experience with ASC 740 preferred.
• Knowledge of federal, state, and local tax regulations.
• Strong organizational and deadline management.
• Excellent communication with stakeholders.
• Advanced Excel proficiency.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Support the preparation of federal, state, and local income tax returns/reports and supporting documentation.
• Assist with tax provision calculations under ASC 740 through tax workpapers and schedules.
• Assist with tax account reconciliations and resolution of discrepancies.
• Prepare indirect tax returns (sales/use, property, gross receipts) in multiple jurisdictions.
• Prepare monthly taxable income calculations and quarterly estimated tax payments.
• Assist with tax audits and respond to tax correspondence.
• Monitor new tax legislation and document tax implications for CCM.
• Support tax planning projects and process improvements.

Skills

Analytical skills

Problem-solving

Communication skills

Organizational skills

Education

Bachelor's degree in Accounting, Finance, Taxation, or related field

Master of Taxation and/or CPA certification

Tools

Tax compliance software

ERP systems

Job description

CrossCountry Mortgage (CCM)is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview

The Tax Analyst assists with all aspects of CrossCountry Mortgage’s (CCM) federal, state, and local tax compliance and accounting functions. This role is responsible for preparing, researching, documenting, advising on tax matters, and ensuring CCM remains in compliance in all jurisdictions. The Tax Analyst partners closely with the broader Tax, Accounting, Finance, and business teams along with external service providers to ensure complete and accurate tax returns, financial reporting, and compliance with applicable tax laws and regulations.

Job Responsibilities

• Support the preparation of federal, state, and local income tax returns /reports and supporting documentation to ensure timely and accurate tax filings.
• Assist with monthly, quarterly, and annual tax provision calculations under ASC 740 through the preparation of tax workpapers, reconciliations, schedules, and supporting documentation for financial reporting.
• Assist with tax account reconciliations and resolve discrepancies.
• Prepare indirect tax returns and supporting workpapers, including sales and use, business personal property, and gross receipts tax returns in numerous tax jurisdictions.
• Prepare monthly taxable income calculations, quarterly estimated tax payments, and member tax distributions.
• Assist with tax audits, analyze tax correspondence, and resolve outstanding tax issues in tax jurisdictions.
• Monitor new and pending tax legislation and document the tax implications for CCM.
• Research and document tax technical matters relevant to CCM.
• Support applicable administrative tasks, tax planning projects, team initiatives, process improvements, automation, and special projects, as requested by leadership.

Qualifications and Skills

• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Master of Taxation and/or CPA certification, preferred.
• 1+ years of tax, accounting, or financial analysis experience, preferably in financial services, mortgage banking, or a highly regulated industry.
• Experience with tax compliance software, tax provision software and ERP systems, preferred.
• Experience with ASC 740, preferred.
• Knowledge of federal, state, and local tax regulations and compliance requirements.
• Skilled in effectively organizing, prioritizing, and managing multiple tasks and deadlines.
• Skilled in communicating clearly and professionally with internal and external stakeholders.
• Skilled in working effectively both independently and as part of a team.
• Excellent analytical, problem-solving, and organizational skills.
• Excellent attention to detail and success meeting deadlines in a dynamic environment.
• Advanced proficiency in Microsoft Excel.
• Proficiency with Microsoft Office Suite.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

CrossCountry Mortgage, LLC offers MORE than a job, we offer a career.

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.