Tax Analyst

3 weeks ago

Westlake, United States Equity Trust Full time
*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.

JOB SUMMARY:
The Tax Analyst ensures compliance with all tax regulations and reporting requirements. Researches and recommends the most effective ways for the organization to meet its tax responsibilities, while maximizing all opportunities related to credits and exemptions.

ESSENTIAL FUNCTIONS:
  • Prepares the filing and reporting of the Company’s recipient tax documents, including but not limited to: Forms 5498, 1099, and 945.
  • Partners with third-party tax vendor to ensure all IRS recipient and transmittal filing deadlines are met.
  • Manages the reporting and filing of the Company’s escheatment process to ensure all regulatory guidelines are followed and all reports are filed by the state-established deadline.
  • Stays current with any regulatory tax reporting requirements and ensures that all procedural updates or client communications are made pursuant to IRS rules and regulations.
  • Drives business results by acting as a subject matter expert fosters an environment that creates process efficiencies, leads project initiatives, and ensures implementation of projects within the department.
  • Tracks progress against goals or post-mortem tax items and presents results, insights, and recommendations to management.
  • Makes recommendations on tax credits and exemptions.
  • Collaborates with internal and external stakeholders on tax related issues.

OTHER FUNCTIONS:
  • Assists with internal and external tax or escheatment audits and preparing guidelines and or policies related to tax compliance.
  • Manages special projects within the team and supports projects and initiatives across the organization.
  • Performs other duties as assigned.

QUALIFICATIONS:Education and Experience:
  • Bachelor’s degree in Accounting or Finance; relevant work experience in lieu of a degree may be considered.
  • Minimum 2 years of tax or data management/aggregation experience.
  • Financial services industry experience supporting alternative investment operations preferred.

PROFESSIONAL CERTIFICATIONS:
  • None required

TECHNICAL SKILLS:
  • Advanced level proficiency in Microsoft Office.
  • Experience supporting tax audits.

BEHAVIORAL COMPETENCIES:In addition to the core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient:
  • Financial Acumen
  • Balances Stakeholders
  • Plans and Aligns
  • Ensures Accountability

PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description can be amended at any time. Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

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