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 environment where all employees feel welcome, supported, and empowered. Our people-first culture has earned recognition on the Fortune 100 Best Companies to Work For® list for eleven consecutive years, as well as 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 of 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 tasks are completed
• Perform monthly tasks to support functional areas within the tax and operations departments, including:
  • Review of trust accounting data recorded in FIS Addvantage
  • Troubleshooting problems to ensure data integrity and seamless integration of transaction data mapped to OneSource Trust Tax software
  • Preparation of monthly, quarterly, and/or annual federal and state tax withholdings informational returns
• Work on special projects assigned by the tax and operations department managers, including assisting with drafting/updating tax procedures
• 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

Pay Range: $26.88 - $35.83 hourly. This range is a reasonable estimate of the base pay at the time of posting. Pay is based on job-related knowledge, skills, experience, business requirements, and geographic location.

Benefits

First American offers a comprehensive benefits package based on eligibility, including:

• Medical, dental, and vision coverage
• 401k retirement plan
• Paid time off (PTO) and paid sick leave
• Employee stock purchase plan