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000410 - Operations Admin - Tax Analyst

Westlake, OH 44145, USA Req #433
Tuesday, September 8, 2020
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.


The Tax Analyst ensures compliance with all tax regulations and reporting requirements. Researches and recommends the most effective ways for the organization to meet its tax responsibilities, while maximizing all opportunities related to credits and exemptions.  



Prepares the filing and reporting of the organization’s recipient tax documents, including but not limited to: Forms 5498, 1099, and 945

Manages the reporting and filing of the Company’s escheatment process

Oversees the accuracy of the day-to-day maintenance of all tax related information 

Complies and analyzes tax data to ensure compliance with all regulations

Makes recommendations on tax credits and exemptions

Stays up to date on all tax laws and changes

Collaborates with internal and external stakeholders on tax related issues


Assists with internal and external tax audits and preparing guidelines and or policies related to tax compliance

Performs other duties as assigned


Education and Experience:

Bachelor’s Degree in Accounting/Finance

Minimum 2 years of tax experience

Financial services industry experience supporting alternative investment operations preferred


None required 


Advanced level proficiency in Microsoft Office

Experience supporting tax audits


In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.

Attention to detail 

Active listening skills

Organizational skills 

Time management 

Written and verbal communication 


This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the Associate is regularly required to speak and hear. The Associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.


The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

Other details

  • Pay Type Salary
  • Westlake, OH 44145, USA