Individual Tax Analyst

Key Responsibilities and Duties

• Deliver superior customer service and specialize subject matter expertise to individual tax clients.
• Work with Wealth Management partners to deliver sophisticated income tax planning advisory services for Client’s highest net worth and most influential clients.
• Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed to high-net worth individuals.
• Communicate with senior leadership team to provide operational strategies and efficiency opportunities.
• Represent the business to various taxing agencies, including federal, state and local.
• Serve as liaison between outside tax preparation vendor and by sharing of information, collaborating on preparation of individual, gift and partnership income tax returns; and assist with inputting of various tax-related information into software programs and Client systems.
• Participate in various projects to support Client and business initiatives, including strategic planning to evolve Client’s tax offering.
• Responsible for the calculation, preparation, and processing of all individual, gift and partnership income tax returns.
• Support and oversee the preparation and implementation of tax filings of trusts and estates.
• Prepare and implement debits on individual and trust accounts for tax payments, including tax filings, tax estimates and tax extensions. Prepare and file all related tax payments, including quarterly estimates, tax payments, and extension payments with the various taxing agencies.
• Monitoring appropriate federal, state and local tax regulations and obligations.
• Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
• Working with business units to keep them informed about tax implications of their operation.
• Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs.

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit  () .

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.