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Tax Analyst - Complex Income Team

Plano, Texas;

Job Description:

Job Specific Description:

Provide support and consultation  to Complex Income Underwriters with questions regarding complex income analysis.

Generic Job Description:

Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services. Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships. Prepare the more complex federal and state tax returns. Review the more basic federal and state tax returns.

Required Skills:

Must be a Certified Public Accountant.

Expert knowledge of complex income and cash flow analysis. 

Must have 5 years experience in HNW client tax preparations.

Proficient in tax preparation and IRS tax codes.

Preferred knowledge of home loans.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Specific Description:

Provide support and consultation  to Complex Income Underwriters with questions regarding complex income analysis.

Generic Job Description:

Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services. Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships. Prepare the more complex federal and state tax returns. Review the more basic federal and state tax returns.

Required Skills:

Must be a Certified Public Accountant.

Expert knowledge of complex income and cash flow analysis. 

Must have 5 years experience in HNW client tax preparations.

Proficient in tax preparation and IRS tax codes.

Preferred knowledge of home loans.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21048934

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Robert Foster

Referral Bonus:

0