Tax Analyst

Tax Analyst New    81532 Requisition #    5 days ago Post Date
The Tax Analyst is responsible for the completion of various tax cost updates originating from assignment requests, corporate actions and standard tax reporting events. Analyze the data to ensure it complies with the IRS cost basis reporting rules. Assists with special projects and responds to internal and external inquiries.

Major Duties:

Maintains and processes tax cost information for assigned accounts including but not limited to Federal Estate Tax updates, corporate action events, and new account tax cost setups

Maintains tracking logs and other documentation in the Team’s SharePoint site

Assists with inquiries and tasks associated with the Team’s shared mailbox

Interfaces with other areas of the bank in order to gather information for the completion of tax cost updates

Participates in assigned special projects

Maintains a thorough understanding of applicable tax laws and regulations in relation to cost basis reporting rules

Major Duties:

Maintains and processes tax cost information for assigned accounts including but not limited to Federal Estate Tax updates, corporate action events, and new account tax cost setups

Maintains tracking logs and other documentation in the Team’s SharePoint site

Assists with inquiries and tasks associated with the Team’s shared mailbox

Interfaces with other areas of the bank in order to gather information for the completion of tax cost updates

Participates in assigned special projects

Maintains a thorough understanding of applicable tax laws and regulations in relation to cost basis reporting rules

Knowledge/Skills :

• Knowledge of tax and/or accounting usually acquired through related work experience or coursework is needed to make tax cost updates and understand IRS cost basis reporting rules.
  
• Analytical, accounting, and personal computer skills are needed to analyze and process tax cost data.
  
• Must possess Excel experience, specifically comfortable with functions such as VLOOKUPs, HLOOKUPs, Pivot Tables, Concatenate, etc.
  
• Must be detail oriented with strong analytical and communication skills.
  
• Ability to work in a high volume/deadline oriented environment, strong organizational skills and the ability to multitask.
  
• 0-6 months of tax experience
  

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve !

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.