Tax Analyst Associate (Hybrid) at First American

Santa Ana, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Banking, Wealth Management, Trust ServicesIndustries

Requirements

Bachelor’s degree or equivalent combination of education and experience
1+ years of related experience
Entry level knowledge of all finance, financial planning, accounting, and tax areas of a business
Strong time management, communication, decision-making, presentation, human relations, and organizational skills
OneSource Trust Tax experience preferred
Experience with FIS Advantage a plus

Responsibilities

Prepare fiduciary income tax returns, including coordination of payment for balances due and distribution of Schedule K-1 to beneficiaries
Monitor tax return preparation process to ensure timely completion
Assist with quarterly tax projections and coordinate payment of tax estimates
Address tax notices by contacting tax agencies and/or preparing response letters
Assist with tax, estate, and financial planning opportunities
Assist with generating annual tax worksheets, including monitoring of income reallocation factors for mutual funds, master limited partnerships, original issue discounts, unit investment trusts, mortgage-backed securities, and real estate mortgage investment conduits
Coordinate filing of tax informational forms (i.e., Forms 1099-DIOB, 1099-MISC, 1099-NEC, 1099-R, 5498, etc.)
Prepare quarterly and/or annual federal and state tax withholding returns
Oversee tax return processing to maintain quality control and ensure tasks are completed
Perform monthly tasks to support functional areas within the tax and operations departments, including review of trust accounting data recorded in FIS Advantage and troubleshooting problems to ensure data integrity and seamless integration of transaction data mapped to OneSource Trust Tax software, and preparation of monthly, quarterly, and/or annual federal and state tax withholdings informational returns
Work on other special projects assigned by the tax and operations department managers, including assisting with drafting/updating tax procedures
Some travelling may be required to attend tax conferences

Skills

Fiduciary Tax

Tax Returns

Schedule K-1

Tax Projections

Tax Estimates

Tax Notices

Tax Planning

Estate Planning

Financial Planning

Mutual Funds

MLPs

OID

UIT

Mortgage-Backed Securities

First American

Provides title insurance and real estate services

About First American

First American provides title insurance, specialty insurance, and various real estate-related services. Their title insurance protects homebuyers and property owners from potential ownership disputes and financial losses related to real estate transactions. The company offers a platform called myFirstAm®, which allows users to access property information, manage orders, and streamline the closing process from any device. Unlike many competitors, First American has a vast database of property data, with over 5.5 billion document images, making it a leading provider of real estate data solutions. The company's goal is to facilitate smooth real estate transactions while ensuring that clients' investments are protected.

Santa Ana, CaliforniaHeadquarters

1889Year Founded

$800.2MTotal Funding

VENTURE_UNKNOWNCompany Stage

Financial Services, Real EstateIndustries

10,001+Employees

Benefits

401k matching

Health, vision, dental insurance

Professional development

Risks

Data breach allegations could harm First American's reputation and lead to legal issues.

Integration of Mother Lode may face challenges and financial risks.

Dependence on digital transformation poses risks if technology advances rapidly.

Differentiation

First American offers comprehensive title insurance and settlement services nationwide.

The company provides a vast database of over 5.5 billion document images.

First American's digital platform, myFirstAm®, enhances real estate transaction efficiency.

Upsides

Acquisition of Mother Lode expands First American's market share in California.

Docutech purchase boosts First American's digital mortgage revenue by 38%.

Growing fintech trends align with First American's digital transformation strategy.

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