Tax Analyst

Your Responsibilities

• Prepare and review tax workpapers and related filings to support the annual income tax filings for federal income tax purposes such as Forms 1065, 8858, 8865 and 5471.
• Review of tax documents and forms prepared by outside tax advisors.
• Manage data collection process with Lockton’s accounting and finance teams and identify and implement process improvements.
• Prepare other miscellaneous tax filings.
• Research relevant tax issues, present findings to team.
• Engage with projects related to management and operational financial statement reporting.
• Respond to federal, state and local tax audits and inquiries related to tax filings.
• Collaborate with team in tax planning strategies including preparation and filing of tax election forms.
• Take part in internal and external training and learning opportunities to further their professional development.

Qualifications

• Bachelor’s degree in accounting and good knowledge of accounting principles with a Master of Taxation and CPA preferred.
• 2-3 full years of federal income tax reporting and compliance experience in a multi-national work environment dealing with accounting and general taxation matters, which may be in industry, public accounting, or similar surroundings.
• Preference for experience with flow-through entities such as S Corps and partnerships and US international tax forms (Forms 8858, 8865, 5471 etc).
• Excellent computer skills including experience with MS Office software and data collection tools, Advanced Excel skills a must; prior experience with ONESOURCE Dataflow a significant advantage.
• Experience with Microsoft Power tools is a plus.
• Strong project management and time management skills.
• Strong oral and written communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Ability to work both independently as well as collaboratively in a team environment across varying functions.