Position Description:
Under direct supervision, responsible for assisting in the maintenance of tax records and the preparation of all or specifically assigned tax returns and related reports.
Tax Analyst
This position leads or assists with key client engagements from bank/wealth management organizations contracted with the Trust segment within Small Firm Services to provide overall fiduciary tax functions. This includes:
1) Production and filing of all wealth management related tax returns
2) Leading or assisting with client experiences and all communications and
3) Leading and overseeing client engagement to ensure service standards are met and client expectations are exceeded all while the business segment continues to grow.
ESSENTIAL DUTIES AND RESPONSIBILITIES
OTHER DUTIES:
JOB QUALIFICATIONS:
Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.
Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.