What You'll Do:
- Review fiduciary income tax returns, including coordination of payment for balances due and distribution of Schedule K-1 to beneficiaries
- Monitor tax return preparation process to ensure timely completion
- Assist with quarterly tax projections and coordinate payment of tax estimates
- Address tax notices by contacting tax agencies and/or preparing response letters
- Assist with tax, estate, and financial planning opportunities
- Assist with generating annual tax worksheets, including monitoring of income reallocation factors for mutual funds, master limited partnerships, original issue discounts, unit investment trusts, mortgage-backed securities, and real estate mortgage investment conduits
- Coordinate filing of tax informational forms (i.e., Forms 1099-DIOB, 1099-MISC, 1099-NEC, 1099-R, 5498, etc.)
- Prepare quarterly and/or annual federal and state tax withholding returns
- Oversee tax return processing to maintain quality control and ensure tasks are completed
- Perform monthly tasks to support functional areas within the tax and operations departments, including review of trust accounting data recorded in FIS Addvantage and troubleshooting problems to ensure data integrity and seamless integration of transaction data mapped to OneSource Trust Tax software, and preparation of monthly, quarterly, and/or annual federal and state tax withholdings informational returns
- Work on other special projects assigned by the tax and operations department managers, including assisting with drafting/updating tax procedures
- Some travelling may be required to attend tax conferences.
What You'll Bring
- Bachelor's degree or equivalent combination of education and experience
- 2+ years of related experience
- Entry level knowledge of all finance, financial planning, accounting, and tax areas of a business
- Strong time management, communication, decision-making, presentation, human relations, and organizational skills
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **
First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.Skills Required
- Bachelor's degree or equivalent combination of education and experience
- 2+ years of related experience
- Entry-level knowledge of finance, financial planning, accounting, and tax areas of a business
- Strong time management, communication, decision-making, presentation, human relations, and organizational skills
First American Title Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First American Title and has not been reviewed or approved by First American Title.
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Healthcare Strength — Health coverage includes medical, dental, vision, telehealth, and healthcare advocacy services, and is often described as a strong point. Low‑cost options in some cases help overall compensation feel more reasonable.
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Retirement Support — A 401(k) savings plan with a company match is part of the package. This retirement support is highlighted as helping to offset base‑pay concerns in several roles.
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Equity Value & Accessibility — An employee stock purchase plan is available and viewed favorably. Access to discounted equity contributes to the perceived competitiveness of total rewards.
First American Title Insights
What We Do
First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies’ core business lines include title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services. First American Title Insurance Company provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals to facilitate real estate purchases, construction, refinances or equity loans. First American's thorough title searches, title clearance and title insurance policies help to produce clear property titles and enable the efficient transfer of real estate. As one of the largest title insurance companies in the nation, First American offers title insurance and settlement services through its direct operations and an extensive network of agents throughout the United States and internationally. First American Title Insurance Company traces its history to 1889 and is the largest subsidiary of First American Financial Corporation (NYSE: FAF).
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