P9896
Located in Pasadena, CA
Pay: 33.00
Job Full Description
About the Role
We are seeking a detail-oriented and proactive Tax Associate to join our Tax Department. This role plays a key part in ensuring accurate and compliant tax reporting, supporting internal teams, and maintaining the integrity of our financial systems. The ideal candidate will bring strong analytical skills, a collaborative mindset, and a commitment to excellence in client service.
Key Responsibilities
- Prepare accurate and IRS-compliant brokerage and vendor 1099 forms and tax statements
- Manage internal inquiries related to tax statement production independently
- Maintain internal project management systems and documentation
- Collaborate with Client Advisors to monitor and maintain accurate account profiles
- Ensure proper transaction coding within the trust accounting system
- Generate reports and perform data analysis using Excel and internal tools
- Manage documentation related to retirement accounts
- Facilitate and process tax payments through various tax authority web portals
- Support special projects and perform additional tasks as needed
Qualifications
Education:
- Bachelor’s degree in Accounting, Finance, or related field—or equivalent work experience
Experience & Skills:
- 2+ years of relevant experience preferred
- Strong attention to detail and accuracy
- Ability to handle confidential information with discretion
- Excellent organizational and time management skills
- Clear and professional communication skills, both written and verbal
- Ability to manage multiple priorities and meet deadlines
- Team-oriented with strong interpersonal skills
- High level of integrity and a strong work ethic
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Experience with SharePoint and Power BI is a plus
Compensation
- Base Salary Range: $55,000 – $70,000 annually
- Compensation will be based on experience and qualifications
North Los Angeles, CA
2033
412 West Colorado Street
Unit B
Glendale, CA 91204
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