Tax Analyst Associate (Hybrid in CA)

About Us

First American Trust, a federal savings bank and member of the First American family of companies, has provided banking, wealth management, and trust solutions nationally for over five decades. Since 1889, First American (NYSE: FAF) has prioritized its people, fostering an inclusive, innovative, and supportive environment where all employees can thrive. Our people-first culture has earned recognition as one of the Fortune 100 Best Companies to Work For® for eleven consecutive years, along with awards for being a best place to work for women, diversity, and LGBTQ+ employees.

Responsibilities

• Review fiduciary income tax returns, including coordination of payment for balances due and distribution of Schedule K-1 to beneficiaries
• Monitor tax return preparation process to ensure timely completion
• Assist with quarterly tax projections and coordinate payment of tax estimates
• Address tax notices by contacting tax agencies and/or preparing response letters
• Assist with tax, estate, and financial planning opportunities
• Generate annual tax worksheets, including monitoring income reallocation factors for mutual funds, master limited partnerships, original issue discounts, unit investment trusts, mortgage-backed securities, and real estate mortgage investment conduits
• Coordinate filing of tax informational forms (e.g., Forms 1099-DIOB, 1099-MISC, 1099-NEC, 1099-R, 5498)
• Prepare quarterly and/or annual federal and state tax withholding returns
• Oversee tax return processing to maintain quality control and ensure task completion
• Perform monthly tasks supporting tax and operations departments, including review of trust accounting data in FIS Addvantage, troubleshooting data integrity issues, and preparing tax withholdings informational returns
• Assist with drafting and updating tax procedures and other special projects assigned by tax and operations managers
• Travel occasionally to attend tax conferences

Requirements

• Bachelor’s degree or equivalent combination of education and experience
• 2+ years of related experience
• Entry-level knowledge of finance, financial planning, accounting, and tax areas of a business
• Strong time management, communication, decision-making, presentation, human relations, and organizational skills

Pay

$26.88 - $35.83 hourly

Benefits

• Comprehensive benefits package including medical, dental, and vision
• 401k retirement plan
• Paid time off and paid sick leave
• Employee stock purchase plan

First American embraces individuality and fosters an authentic, inclusive workplace where all employees are encouraged to bring their unique selves to work. We are an equal opportunity employer.