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Osaic

Independent wealth-management platform for advisors

Tax Analyst

Tax AccountingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A Bachelor's degree in Accounting is required.
  • Candidates must have 1–3 years of corporate tax experience, including consolidated groups and multi-state activities, in public accounting and/or industry.
  • Candidates must be able to work and solve or research problems independently and collaboratively in a team environment.
  • Candidates must know federal and state corporate income tax laws.
  • Candidates must know tax compliance and provision software; OneSource Income Tax is a plus.
  • Candidates must have intermediate skill in Microsoft applications, including Excel, Word, and Outlook.
  • Candidates must be able to communicate clearly and concisely, verbally and in writing, with internal and external parties.
  • Candidates must be able to plan, prioritize, and execute a high volume of tasks.

Responsibilities

  • Prepare workpapers and consolidated federal and state corporate income tax returns.
  • Identify opportunities to minimize income tax liability.
  • Assist with preparation of monthly, quarterly, and year-end income tax provision calculations and associated journal entries, as well as supporting memos.
  • Assist with preparation of quarterly estimated tax payments.
  • Assist with preparation of the company's non-income tax returns, such as excise, sales/use, and gross receipts returns.
  • Perform tax research and document tax positions.
  • Assist with income tax audits, notices, and other ad hoc tax matters as needed.

Desired Qualifications

  • A Master's degree in Tax and/or CPA licensure is a plus.
  • Knowledge of OneSource Income Tax is a plus.

About the Company

Osaic

Independent wealth-management platform for advisors

Osaic operates as a national platform that supports a network of independent wealth-management firms and more than 11,000 financial professionals. It offers broker-dealer and Registered Investment Advisor (RIA) services, a unified technology platform, compliance support, and broad access to investment products. The platform connects independent advisors to custody, brokerage, compliance, and investment-product access through a single interface, enabling advisors to stay independent while leveraging a large firm’s back-office and resources. Osaic differentiates itself by preserving advisor independence, avoiding pressure to push proprietary products, and growing through acquisitions to streamline operations; its goal is to simplify operations, reduce complexity, and help advisors grow their practices while serving clients effectively.

Company size
1,001-5,000
Company stage
Private
Total funding
$920M
Headquarters
Scottsdale, AZ
Founded
2016

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