Tax Information Analyst- 2026-19435

Tax Information AnalystLocationu00a0US-MS-Jacksonu00a0u00a0u00a0Job IDu00a02026-19435u00a0u00a0u00a0Categoryu00a0Trustu00a0u00a0u00a0Typeu00a0Regular Full-Timeu00a0u00a0u00a0Job Gradeu00a010u00a0u00a0u00a0FLSA Statusu00a0Exemptu00a0u00a0u00a0Working Hoursu00a040 hours weekly Monday - Friday; 8:00a.m. - 5:00p.m.u00a0u00a0u00a0u00a0Job Location: Companyu00a0u00a0Trust Tax Services - 10180Overviewu00a0u00a0u00a0This job has responsibility to support the Tax Information Manager as assigned or requested in the maintenance, control, accuracy and completeness of income taxation related information on accounts, assets and relationship records and data, and internal and external processes that report and distribute tax information to the Internal Revenue Service, state agencies, clients or parties designated by clients to receive tax information. This includes quarterly tax payments to the Federal or state governments as required and escheatment of assets or funds under state law to the respective states.u00a0u00a0u00a0u00a0Responsibilitiesu00a0u00a0u00a0As assigned or requested, support in the control and collaboration of external tax service providers to assure timely, accurate and complete assimilation, sharing and reporting of required tax information.As assigned or requested, support in the control and maintenance of the quality, accuracy, and completeness of all tax related client, relationship and asset records and data on the operating platform and executing corrective measures when requested by the manager.As assigned or requested, support in the control and maintenance of processes that assure the timeliness, quality, accuracy, and completeness of all taxation related transactions, payments or escheatment as required by respective state laws.As assigned or requested, support in the control and maintenance of processes that assure the timeliness, quality, accuracy, and completeness of all IRA contributions and required minimum distribution calculations and proper communication to clients.Support the Tax Information Manager and the Wealth Management Firm Operations Manager as requested for unit projects, or operational events.Perform additional duties as assigned.u00a0u00a0u00a0u00a0Qualificationsu00a0u00a0u00a0Degree:Bachelor's Degree in business related field with 4 years of experience in a financial or accounting firm related to tax information or filingQualification(s) Required:General knowledge of trust assets, products, client activity, and trust accounting practices.Time management principles to prioritize workloadPropensity to achieve high client service levelsInterpersonal skillsCommunication skills (data input accuracy, grammar, spelling and punctuation)PC, PC application, and data reporting skillsE-mail and Internet skillsResearch and analytical skillsSound judgment and ability to make decisionsMust complete and comprehend SEI PLATO training assigned for roleMust pass basic Microsoft Word and Excel testsu00a0Expectation of proficiency in spreadsheet and word applicationsPreferred Certificate(s):Prior Attainment of a FINRA Series 6, 7, 24, etc.Certified Securities Operations Professional (

Created: 2026-04-13