Tax Analyst Associate (Finance)

Location: Hybrid in Santa Ana, California, USA

Salary: $26.88–$35.83 per hour

Company

hirify.global is a financial services company providing banking, wealth management, trust, and fiduciary solutions through hirify.global Trust, a federal savings bank.

What you will do

• Review fiduciary income tax returns, coordinate payments for balances due, and distribute Schedule K-1 forms to beneficiaries.
• Monitor tax return preparation, quarterly tax projections, tax estimates, and federal and state withholding returns.
• Prepare and coordinate informational filings, including Forms 1099, 5498, and related tax documents.
• Address tax notices by contacting tax agencies and preparing response letters.
• Support tax, estate, and financial planning opportunities and develop annual tax worksheets for complex investment types.
• Review trust accounting data in FIS Addvantage, troubleshoot data issues, and support integration with OneSource Trust Tax software.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• 2+ years of related experience.
• Entry-level knowledge of finance, financial planning, accounting, and tax.
• Strong time management, communication, decision-making, presentation, interpersonal, and organizational skills.
• Ability to work in a hybrid arrangement in Santa Ana, California.

Culture & Benefits

• Inclusive, people-first workplace focused on employee support, individuality, and innovation.
• Medical, dental, and vision coverage, based on eligibility.
• 401(k), paid time off, paid sick leave, and an employee stock purchase plan.
• Some travel may be required to attend tax conferences.