Tax Preparation & Planning Analyst

TL;DR

Tax Preparation & Planning Analyst: Prepare federal and state tax returns for individuals and corporations and assist with tax planning strategies with an accent on compliance, optimization, and proactive planning. Focus on conducting tax research on law changes, client communication for documentation and explanations, and collaboration with finance professionals.

Location: Remote for a U.S.-based company

Company

A well-established U.S.-based company.

What you will do

• Prepare federal and state tax returns ensuring compliance with regulations and deadlines.
• Develop and implement tax strategies to minimize liabilities and maximize client benefits.
• Conduct research and analysis on tax law changes and their client impacts.
• Communicate with clients to gather documents, explain strategies, and provide updates.
• Collaborate with finance professionals for coordinated tax and financial planning.

Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or related field.
• 1-3 years of experience in tax preparation, public accounting, or tax compliance.
• Knowledge of federal and state tax regulations and laws.
• Proficiency in tax software and Microsoft Office Suite, particularly Excel.
• Strong analytical, problem-solving, communication, and organizational skills.
• Ability to work independently and collaboratively in a remote environment.

Culture & Benefits

• Competitive salary (USD).
• Work from home.
• Flexible hours.