Tax Analyst
| Company | Wolters Kluwer |
|---|---|
| Location | Tampa, FL, USA, Kennesaw, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in accounting or related field a plus
- 5 + years’ experience preparing and/or reviewing trust tax returns such as 1041 and state related forms, and Agency/Custodial 1099s a plus
- Extensive usage of trust tax related software to generate returns in a high production environment a plus
- Enrolled Agent, CPA a plus
Responsibilities
- Assists Trust Tax Outsourcing Manager with day-to-day activities to ensure generation and filing of returns during tax season
- Monitors quality control of assigned accounts for accurate tax preparation
- Answering client tax related questions pertaining to the tax information prepared by this team
- Provide various reports to client as needed
- Schedule and lead client calls throughout the year and in tax season
- Communicating with clients during year on deadlines and deliverables
- Assist with establishing processes for servicing customers
- Meet all compliance deadlines with IRS and State agencies for assigned accounts and assist in monitoring information for other tax preparers
- Recommend and participate in training plans for new and existing employees on tax law changes, internal procedures, and new system enhancements
- Collaborate with various internal departments such as Product Management, Support and Service, Development, Marketing, and Sales as needed
- Mentoring and coaching team members on our services and the attention needed to our clients
- Handle multiple engagements and responsibilities at the same time making sure each client receives the same level of service
Preferred Qualifications
- Bachelor’s degree in accounting or related field a plus
- 5 + years’ experience preparing and/or reviewing trust tax returns such as 1041 and state related forms, and Agency/Custodial 1099s a plus
- Extensive usage of trust tax related software to generate returns in a high production environment a plus
- Enrolled Agent, CPA a plus