Tax Analyst I
About the Company
Wintrust provides community and commercial banking, specialty finance, and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan, and southern Wisconsin, and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and key branch banking locations throughout Illinois. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why Join Us
- An award-winning culture: Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years)
- Competitive pay and discretionary or incentive bonus eligible
- Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement
- Family-friendly work hours
- Culture that encourages an entrepreneurial spirit
- Values teamwork, open communication, and collaboration
- Multiple opportunities for development and upward mobility
Responsibilities
- Assist in the preparation of federal, state, and local corporate income and franchise tax workpapers and returns
- Assist with quarterly and annual income tax provision calculations under ASC 740
- Prepare quarterly estimated tax calculations and tax extension calculations
- Assist with preparation of tax depreciation schedules
- Provide support for federal and state income tax audits, including gathering supporting documentation and responding to information requests
- Partner with Accounting and Finance and external advisors on tax reporting matters
- Research federal and state tax law changes and their impact on the company
- Support tax planning initiatives and special projects
Requirements
- Bachelor’s degree in accounting required; pursuing CPA and/or MST preferred
- 1-3 years of experience, banking or Big 4 accounting firm preferred
- Advanced user of Excel and OneSource Tax Software (or related system)
- Financial institution and bank holding company exposure is a plus
- Excellent interpersonal, oral, and written communication skills
- Strong analytical and organizational skills, detail-oriented, and ability to multi-task
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Accidental death and dismemberment insurance
- Short-term and long-term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
Pay
The estimated salary range for this role is $70,000 - $85,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.