Senior Lead Analyst

Responsibilities:

• Prepare 1041, 990, and tax-exempt entity tax return
• Analyze and resolve all questions or problems that may arise associated with the returns and tax filings
• Should Possess a working knowledge of all types of investment assets, including but not limited to, alternatives, derivatives, foreign securities, equities, fixed income, mutual funds, exchange-traded funds, and master limited partnerships.
• Review trusts and private foundations quarterly to make the most tax-beneficial estimated tax payments
• Work with the FIS accounting system and OneSource tax software to manage tax processing and prepare tax returns and filings Demonstrate a high level of proficiency of tax technical knowledge.
• Work with internal Trust Operations departments to identify, correct, or improve operational processes and procedures related to the processing of tax returns.
• Respond to correspondence from the Internal Revenue Service and various state tax authorities regarding issues or examinations arising from the preparation of tax returns or other tax filings.
• Develop and maintain procedures surrounding tax activities and controls to ensure compliance with corporate, regulatory, and audit requirements.
• Review wash sales, capital changes, and other corporate actions that have tax or basis consequence
• Identifying and addressing client needs (US teams), building a strong professional network and cordial relationships
• Work with internal Trust Operations departments to identify, correct, or improve operational processes and procedures related to the processing of tax returns.
• Ability to discuss process issues, and concerns with onshore counterparts and get it resolved

What You Bring~

• Knowledge / Experience
• 5+ years’ experience in the field of US Trust Taxation
• Rewarding experience in Form 1041 (Trust Returns), Estate Returns, Foundation Returns, Gift Tax Returns
• Sound technical knowledge with respect to US Trust Tax
• Should be a team player and possess strong communication skills

Skills

• Good understanding in MS office and accounting software
• In-depth knowledge of accounting and taxation process
• Attention to detail with good analytical skills
• Should be a team player

Qualifications

• Minimum bachelor’s degree in Accounting or Finance Competencies
• Fluent in English
• Excellent communication, presentation, and training skills
• Knowledge on US tax laws

Qualifications
Bachelor’s Degree or Master’s Degree required.