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Tax-Advantaged Accounts Analyst who will assist with executing the strategic direction of Individual Retirement Accounts, Health Savings Accounts, and Coverdell Education Savings Accounts. This individual will have extensive experience with the administration of retirement plans and in-depth knowledge of the rules and regulations of IRAs, HSAs, and Coverdell ESAs. The position will manage the day-to-day operations, reporting and administration of tax-advantaged accounts and provide direct and indirect member support as a subject matter expert. This position will also contribute to the overall success of the Wealth Management team and the broader Operations lines of business.
* Hybrid work , coming into the office 2/3 days per week. Full-time position with great benefits.
No interest in working with 3rd party companies.
Duties:
Must have experience / skills:
Preferred qualifications:
Full Time
$77k-96k (estimate)
06/19/2024
07/06/2024
The following is the career advancement route for Tax Analyst (Only W2) positions, which can be used as a reference in future career path planning. As a Tax Analyst (Only W2), it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Analyst (Only W2). You can explore the career advancement for a Tax Analyst (Only W2) below and select your interested title to get hiring information.
If you are interested in becoming a Tax Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Analyst job description and responsibilities
Prepare tax provision documents quarterly to ensure compliance with tax reporting management for auditing purposes.
03/26/2022: Biloxi, MS
Maintain and reconcile all tax general ledger accounts and evaluate all account balances and prepare all tax returns and schedule for same and perform regular audits on all tax returns.
02/25/2022: Atlantic City, NJ
Prepare required support papers for same and assist on all federal and state tax payments and ensure compliance to all consultants on monthly basis and maintain all work on vertex software.
02/22/2022: Santa Barbara, CA
Respond to all queries associate with tax submissions and ensure compliance to all extensions and payments.
02/01/2022: Greenville, SC
Analyzed and reconciled sales and use tax liability accounts and accruals booked by other accounting groups.
03/17/2022: New Orleans, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Analyst jobs
Some candidates could start out with a role such as Senior Tax Analyst, progress to a title such as Tax Manager and then eventually end up with the title Senior Tax Manager.
02/14/2022: Tucson, AZ
Applicants seeking the job of a tax analyst are commonly expected to satisfy a set of requirements by most organizations.
03/14/2022: Providence, RI
This duty requires a sharp eye for both the tax laws and for the structure and practices of the business.
03/30/2022: Clarksville, TN
Experience as a Tax Accountant, Tax Analyst, or Tax Preparer can be an edge if you are an aspiring applicant.
01/12/2022: Grand Forks, ND
Candidates must have a strong knowledge of tax law and statutory regulations.
01/06/2022: Passaic, NJ
Step 3: View the best colleges and universities for Tax Analyst.