Tax Analyst

Position Responsibilities:

Assist in the preparation of federal, and state income tax returns for individuals, trusts, foundations and operating business entities, extensions and estimated tax payments, including assembling and organizing data and analyzing book to tax differences, state apportionment and modification data, and preparation of returns and vouchers

Support tax planning projects including analysis, documentation, and presentation of conclusions

Team with the office of the family to accumulate tax information for tax return preparation and budgeting purposes

Liaise with outside accountants in the filing of federal, state and international tax returns

Assist with federal, state and local tax audits including performing tax research, summarizing data and drafting audit responses

Assist in responding to state and federal notices

Support and implement process and technology improvement initiatives within the Tax Department

Other projects or duties as assigned

Required Education and Experience:

Bachelor’s Degree with 2 to 4 years of related experience or Associate's Degree and 6 plus years of experience.

Preferred Education and Experience:

Bachelor's Degree