Tax Analyst

Wolters Kluwer

. Prepare and file intermediate-level 1099 tax returns and documentation .

Posted 10/26/2026full-timeUnited StatesMid-LevelSenior💰 $57,400 - $98,350 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing and filing 1099 tax returns, maintaining tax records, and ensuring compliance with current tax laws. Proficient in utilizing tax software and collaborating with cross-functional teams to deliver accurate tax documentation and insights.

Highest-signal resume keywords

1099 Tax Return PreparationTax Software ProficiencyPublic Accounting ExperienceEnrolled Agent or CPAAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax Documentation MaintenanceTax ComplianceTax Law ResearchTax Calculation AccuracyForm 1041 PreparationTax Estimates and ForecastsData AnalysisDiscrepancy IdentificationFinancial Reporting

Soft Skills

Communication SkillsCollaborationMentoringProblem-SolvingAttention to Detail

Tools & Technologies

CCH Tax SoftwareMicrosoft Office SuiteExcel

Certifications & Qualifications

Enrolled AgentCPA

Industry Keywords

Public AccountingFinancial InstitutionTax ComplianceTrust Tax Return Concepts

About the role

Key responsibilities & impact

Prepare and file intermediate-level 1099 tax returns and documentation
Maintain comprehensive and updated tax records
Assist in preparing tax estimates and forecasts
Collaborate with internal teams to gather data for tax filings
Review and ensure accuracy in tax calculations and submissions
Research current tax laws and regulations
Respond to tax inquiries from internal and external stakeholders
Identify and address discrepancies in tax documentation
Assist in the preparation of 1041 returns
Provide insights into tax compliance and strategies
Assist with special projects and collaborate with cross-functional teams

Requirements

What you’ll need

Degree in accounting or taxation, preferred
4 years’ experience preparing and reviewing Form 1099s and schedules
Basic understanding of trust tax return concepts
Extensive usage of tax software, preferably CCH
Public accounting and/or financial institution background
Enrolled Agent, CPA a plus
Ability to interact with internal & external clients, assess business challenges and collaboratively define solutions
Excellent oral, written and presentation skills
Ability to work with limited direction while keeping stakeholders apprised of project status
Strong attention to detail and ability to spot inconsistencies in large amounts of data
Strong PC and business software application skills, including Microsoft Office Suite and Excel
Ability to mentor and assist team members
Ability to work effectively in a fast-paced environment handling multiple tasks and projects concurrently
Paramount communication skills

Benefits

Comp & perks

Bonus eligibility
Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave