Tax Analyst jobs in United States
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LHH · 1 day ago

Tax Analyst

positionRadnor, PA
timeContract
remoteHybrid
seniorityMid, Senior Level
money$70K/yr - $85K/yr
date7+ years exp

LHH Recruitment Solutions has partnered with a local company in Radnor, PA to find a Tax Analyst. The role involves ensuring timely and accurate tax reporting, filing tax forms and returns, processing tax payments, and serving as a liaison between internal teams and external partners.

Human Resources
Hiring Manager
Cassandra Coakley
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Responsibilities

Perform ongoing data reviews and reconciliations to ensure accuracy (including accommodation payments, missing cost basis, retirement account transactions, and account/beneficiary-level data fields)
Communicate necessary adjustments to internal teams and tax preparers
Enroll clients in the electronic federal tax payment system (EFTPS) and assist in processing tax payments
Monitor tax filings, payments, estimated payments, and invoices from outside preparers
Review trust documents and accounts to determine proper tax status and provide necessary information to tax preparers
Advise Tax Managers and Trust Officers of pertinent tax implications identified during account reviews
Track and resolve open questions, provide information for special handling or tax treatment, and review completed tax forms and returns for accuracy and timeliness
Respond to notices or communications from tax authorities and provide relevant information to tax preparers
Interface with Client Service teams, clients’ accountants/tax professionals, and third-party advisors to clarify information and respond to inquiries
Provide subject matter expertise on tax forms and returns, including Schedule K-1, Forms 1099, 1099-R, 5498, 5227, 990, and 1041
Participate in special tax projects related to individual, retirement, trust, or other accounts
Share expertise cross-functionally throughout the organization

Qualification

Tax accounting knowledgeTax reporting principlesThomson Reuters OneSourceData scrubbingMicrosoft ExcelAnalytical skillsClient-service orientationOrganizational skillsProblem-solving skillsAttention to detail

Required

Bachelor's degree in Accounting, Business, Finance, or similar field
Minimum of 7 years' experience in tax services
Solid technical knowledge of tax accounting and tax reporting principles
Strong organizational skills, accuracy, responsiveness, and attention to detail
Exceptional aptitude for data scrubbing and reconciliation
Excellent analytical, abstract reasoning, and problem-solving skills
Client-service orientation with excellent written and verbal communication skills
Ability to meet deadlines and prioritize multiple tasks
Proficiency with Microsoft Office Suite, especially Excel; ability to learn new applications
Flexibility, self-motivation, and ability to work independently and as part of a team
High ethical standards and personal integrity
Commitment to continuous improvement in tax, wealth management, and process/data optimization

Preferred

Master's in Tax or equivalent work experience is a plus
Experience with Thomson Reuters OneSource or similar tax software is a plus

Company

LHH

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At LHH, we believe work should be meaningful, fulfilling, and connected.
dateFounded in 1967
location
Jacksonville, Florida, US
people-size10001+ employees
web-link
http://www.lhh.com

Funding

Current Stage
Late Stage

Leadership Team

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Dave Hilbig
President & CEO, OCM-LHH Utah, Wyoming
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Ted Diven, MBA
CEO - OCM / Lee Hecht Harrison (ID, MT, NV)
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