Tax Analyst

Company: The Independant Community Bankers of America (ICBA
Location: Newport Beach
Posted on: May 25, 2023

Job Description:

Our firm would like to engage at least one intern that will assist in analyzing our clients' tax returns. We use state-of-the-art software to create these analyses. Therefore, this is primarily an administrative position, gathering client's tax returns, inputting/uploading data, etc. That said, once the intern masters the basics of our platform, we will teach them how to analyze the data as well and, to create scenario analyses for our clients. Our clients are primarily small businesses owners, as well as real estate investors. These are the types of people who will benefit most from tax planning due to the complexity of their financial situation. Therefore, while a majority of this work will be redundant, ultimately the work will entail creative analysis and it will provide tremendous value in understanding the impact of taxes on one's personal wealth. The length of this internship is flexible. However, it will take 30-60 days to get up to speed on our tech. The hours will also be flexible, so that this position would allow for someone to be attending school and/or even while working at another job. Our tax analysis software will do all the heavy lifting, however, we need someone to operate our system to produce the client deliverables. This means that a good understanding of taxes will be necessary, however, this position would not require any experience in filing tax returns. Our office is located in Newport Beach, however, everyone in our company works remotely. This position will also work remotely, which means the right candidate will be self-disciplined, self-motivated, and most importantly, they must be able to follow protocols and manage their time well with no direct supervision.

Keywords: The Independant Community Bankers of America (ICBA, Newport Beach , Tax Analyst, Professions , Newport Beach, California