Tax Analyst

Our client in the investment company industry is looking for aTax Analyst to join their team in Orange County


Job Description:

  • Perform tax compliance functions
  • Assist Treasurers with distribution requirements and tax strategies.
  • Prepare, review, approve information and supporting documentation
  • Participate in projects and team/department initiatives
  • Help monitor external service providers; assess and track vendor performance
  • Prepare, review, and reconcile tax reports and ad hoc requests
  • Participate in technical training for other associates
  • Consult with other departments and provide guidance on operational issues and technical questions


  • Masters of Taxation preferred
  • CPA license
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in related field and a minimum of 3 years’ relevant experience

Ref #26496

Dora DangTax Analyst