Tax Analyst Associate (Hybrid)

Tax Analyst Associate

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for ten consecutive years. We are seeking a detail-oriented Tax Analyst Associate to support fiduciary income tax reporting and financial planning. This role includes reviewing tax information for various investment types, assisting with reconciliation, and preparing tax estimates and returns.

What You'll Do :

• Prepare fiduciary income tax returns, including coordination of payment for balances due and distribution of Schedule K-1 to beneficiaries
• Monitor tax return preparation process to ensure timely completion
• Assist with quarterly tax projections and coordinate payment of tax estimates
• Address tax notices by contacting tax agencies and / or preparing response letters
• Assist with tax, estate, and financial planning opportunities
• Assist with generating annual tax worksheets, including monitoring of income reallocation factors for mutual funds, master limited partnerships, original issue discounts, unit investment trusts, mortgage-backed securities, and real estate mortgage investment conduits
• Coordinate filing of tax informational forms (i.e., Forms 1099-DIOB, 1099-MISC, 1099-NEC, 1099-R, 5498, etc.)
• Prepare quarterly and / or annual federal and state tax withholding returns
• Oversee tax return processing to maintain quality control and ensure tasks are completed
• Perform monthly tasks to support functional areas within the tax and operations departments, including review of trust accounting data recorded in FIS Advantage and troubleshooting problems to ensure data integrity and seamless integration of transaction data mapped to OneSource Trust Tax software, and preparation of monthly, quarterly, and / or annual federal and state tax withholdings informational returns
• Work on other special projects assigned by the tax and operations department managers, including assisting with drafting / updating tax procedures
• Some travelling may be required to attend tax conferences.

What You'll Bring :

Pay Range : $26.21 - $34.95 hourly

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment : handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO / paid sick leave and other great benefits like an employee stock purchase plan.