Tax Compliance Analyst

2 weeks ago


Denver, Colorado, United States Sherman & Howard L.L.C. Full time

Sherman & Howard L.L.C. is in search of a dedicated Tax Specialist to join our team.

Overview:

The Tax Specialist is responsible for applying fiduciary accounting principles to evaluate and interpret financial data, as well as to prepare various tax returns related to income, estate, and gifts.

Key Responsibilities:

  • Prepare and submit Federal and state estate and gift tax returns.
  • Compile and file Federal and state fiduciary income tax returns.
  • Develop estate and trust inventories along with comprehensive accountings.
  • Generate informational returns for tax-exempt organizations.
  • Engage in estate and gift tax planning, including actuarial and interest calculations such as QPRTs, GRATs, CRATs, and CLUTs.
  • Maintain and refresh estate and trust accounts and records, ensuring accurate tax information.
  • Address inquiries from IRS and state tax agencies during audits.
  • Support all tax-related components of estate and trust management, focusing on effective distribution strategies.

Essential Qualifications:

  • Possession of a Certified Public Accountant (CPA) License.
  • A minimum of 3 years of experience in a trust and estate environment, whether in a law firm, CPA firm, or banking institution.
  • Proficient communication skills, both verbal and written.
  • Strong organizational skills with the ability to prioritize and manage multiple tasks under pressure to meet deadlines.
  • Ability to foster positive relationships with attorneys, clients, and colleagues.
  • A Bachelor's Degree is preferred.

The information provided above outlines the general nature and requirements of this position. It is not intended to be an exhaustive list of all functions, responsibilities, or qualifications.

Sherman & Howard offers a competitive salary and a comprehensive benefits package, which includes medical, dental, vision, life insurance, long-term disability, flexible spending accounts, 401K, paid time off, holidays, bonuses, and more. The salary range for this role is between $75,300 and $130,000 annually, with actual compensation varying based on experience, education, and skill level.



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