About this role
First American Trust is seeking a Tax Analyst Associate to support fiduciary income tax reporting and financial planning. This hybrid role in Santa Ana, CA involves reviewing tax information, assisting with reconciliations, preparing tax estimates and returns, and addressing tax notices. The position requires a Bachelor's degree or equivalent experience and at least two years of related experience.
What we are looking for 6
- Review fiduciary income tax returns and K-1 distributions
- Monitor tax return preparation and assist with projections
- Address tax notices and coordinate tax informational forms
- Prepare quarterly and annual federal and state tax withholding returns
- Bachelor's degree or equivalent experience
- 2+ years of related experience