Tax Analyst Associate (Hybrid in CA)

First American; Santa Ana (CA); On-site; USD 37,000 - 50,000; Full time

Job summary

First American invites applicants for a Tax Analyst Associate to support fiduciary income tax reporting and financial planning. You will review tax information for investment types, assist with reconciliation, and prepare estimates and returns.

The role requires a Bachelor's degree with 2+ years of related experience, strong time management and communication skills, and an ability to coordinate with tax agencies and custodians.

Qualifications

• 2+ years of related experience.
• Strong time management, communication, decision-making, 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
• 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.

Skills

Time management

Communication

Decision-making

Presentation

Organizational skills

Human relations

Education

Bachelor's degree or equivalent combination of education and experience

Job description

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

We are seeking a detail-oriented Tax Analyst Associate to support fiduciary income tax reporting and financial planning. This role includes reviewing tax information for various investment types, assisting with reconciliation, and preparing tax estimates and returns.

What You'll Do

• 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.

What You'll Bring

• 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
• Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. ** First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act). First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Pay Range: $26.88 - $35.83 Hourly

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.