Wealth Operations Tax Analyst

{
  "content_hash": "8206de75fe5502ba44f702a676ba62d19c2f3811b1aea31e295bf9eb1951703f",
  "source_hash": "c98d7d99f315da0bdf18efc42fb4d71c78dbb70ec1f8960184ceee77f599d6d0",
  "last_changed_at": "2026-06-06T11:44:40.305Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Boston, MA, United States",
    "city": "Boston",
    "region": "MA",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": 118367,
  "salary_min": 72214,
  "inferred_at": "2026-06-06T11:44:40.251Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "Boston, MA, United States",
      "city": "Boston",
      "region": "MA",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": "hybrid",
  "salary_period": "year",
  "workplace_type": "hybrid",
  "salary_currency": "USD"
}

{}

{
  "detail": {
    "Id": "4168",
    "Title": "Wealth Operations Tax Analyst",
    "media": [],
    "skills": [],
    "JobType": null,
    "Category": "Wealth Management Sales & Service",
    "JobGrade": null,
    "JobLevel": null,
    "JobShift": null,
    "WorkDays": null,
    "WorkHours": null,
    "WorkYears": null,
    "Department": null,
    "HotJobFlag": false,
    "StudyLevel": "Bachelor's Degree",
    "WorkMonths": null,
    "WorkerType": null,
    "GeographyId": 300000002528192,
    "JobFamilyId": 300000079974739,
    "JobFunction": "EWM Operations",
    "JobSchedule": "Full time",
    "BusinessUnit": null,
    "ContractType": null,
    "Organization": null,
    "TrendingFlag": true,
    "workLocation": [
      {
        "Country": "US",
        "Region1": "Suffolk",
        "Region2": "MA",
        "Region3": null,
        "Building": null,
        "Latitude": "42.35728",
        "Longitude": "-71.05254",
        "LocationId": 300000252764637,
        "PostalCode": "02110",
        "TownOrCity": "Boston",
        "AddressLine1": "125 High St",
        "AddressLine2": null,
        "AddressLine3": null,
        "AddressLine4": null,
        "LocationName": "Boston High Street"
      }
    ],
    "ContentLocale": "en",
    "HiringManager": null,
    "LegalEmployer": null,
    "RequisitionId": 300000348963438,
    "WorkplaceType": "Hybrid",
    "BusinessUnitId": 300000091379811,
    "OrganizationId": 300000300213737,
    "GeographyNodeId": 100000302299843,
    "JobFunctionCode": "EWMOPS",
    "LegalEmployerId": 300000002484569,
    "PrimaryLocation": "Boston, MA, United States",
    "RequisitionType": "Staff",
    "NumberOfOpenings": null,
    "WorkplaceTypeCode": "ORA_HYBRID",
    "BeFirstToApplyFlag": false,
    "otherWorkLocations": [],
    "secondaryLocations": [],
    "ExternalContactName": null,
    "ShortDescriptionStr": "The Tax Operations Analyst is responsible for executing and overseeing tax operations processes, with a strong emphasis on technical accuracy, quality control, and regulatory compliance. This role serves as a key subject matter resource, ensuring high-quality tax reporting outcomes, validating vendor-prepared deliverables, and supporting internal stakeholders, including Account Officers, with tax-related matters.",
    "ExternalContactEmail": null,
    "ExternalPostedEndDate": null,
    "OtherRequisitionTitle": null,
    "requisitionFlexFields": [
      {
        "Value": "$72,214 to $118,367",
        "Prompt": "Hiring Range",
        "ControlType": "TextArea",
        "SequenceNumber": 8
      }
    ],
    "ApplyWhenNotPostedFlag": true,
    "DomesticTravelRequired": null,
    "ExternalDescriptionStr": "<p><i style=\"-webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); border: 0px; color: rgb(34, 34, 34); font-family: Figtree, Arial, sans-serif; font-feature-settings: inherit; font-kerning: inherit; font-language-override: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-size: 14.001px; font-stretch: inherit; font-variant-alternates: inherit; font-variant-caps: normal; font-variant-east-asian: inherit; font-variant-emoji: inherit; font-variant-ligatures: normal; font-variant-numeric: inherit; font-variant-position: inherit; font-variation-settings: inherit; font-weight: 400; letter-spacing: normal; line-height: inherit; margin: 0px; orphans: 2; padding: 0px; scrollbar-width: thin; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; vertical-align: baseline; white-space: normal; widows: 2; word-spacing: 0px;\"><span data-olk-copy-source=\"MessageBody\" style=\"border: 0px; font: inherit; margin: 0px; padding: 0px; scrollbar-width: thin; vertical-align: baseline;\">Hiring Range: </span></i><span style=\"font-family: Aptos, sans-serif;\"><span style=\"font-size: 11pt;\">$72,214 to $118,367</span></span></p><p><i style=\"-webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); border: 0px; color: rgb(34, 34, 34); font-family: Figtree, Arial, sans-serif; font-feature-settings: inherit; font-kerning: inherit; font-language-override: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-size: 14.001px; font-stretch: inherit; font-variant-alternates: inherit; font-variant-caps: normal; font-variant-east-asian: inherit; font-variant-emoji: inherit; font-variant-ligatures: normal; font-variant-numeric: inherit; font-variant-position: inherit; font-variation-settings: inherit; font-weight: 400; letter-spacing: normal; line-height: inherit; margin: 0px; orphans: 2; padding: 0px; scrollbar-width: thin; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; vertical-align: baseline; white-space: normal; widows: 2; word-spacing: 0px;\"><span data-olk-copy-source=\"MessageBody\" style=\"border: 0px; font: inherit; margin: 0px; padding: 0px; scrollbar-width: thin; vertical-align: baseline;\">Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.</span></i></p><p>&nbsp;</p><p><strong><u>PURPOSE/OBJECTIVE:</u></strong><span><strong><u>&nbsp;</u></strong></span></p><p>The Tax Operations Analyst is responsible for executing and overseeing tax operations processes, with a strong emphasis on technical accuracy, quality control, and regulatory compliance. This role serves as a key subject matter resource, ensuring high-quality tax reporting outcomes, validating vendor-prepared deliverables, and supporting internal stakeholders, including Account Officers, with tax-related matters.</p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10.5pt; line-height: 115%;\"><strong><u>MAJOR RESPONSIBILITIES</u>:&nbsp;</strong></span></span></p><ul style=\"list-style-type: disc;\"><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Execute and oversee core tax operations activities, including tax reporting, withholding, remittance, and reconciliation processes.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Review complex tax transactions and filings (e.g., 1099s, 1041s, 990-PFs, 5498s) to ensure accuracy, completeness, and compliance with applicable regulations.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Maintain deep working knowledge of tax rules applicable to wealth management, including retirement accounts, trusts, and alternative asset structures.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Support the resolution of tax notices, discrepancies, and client-specific tax issues.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Perform detailed quality control reviews of tax preparation work completed by external tax vendors, ensuring accuracy, completeness, and adherence to client and regulatory requirements.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Identify and escalate discrepancies or issues in vendor outputs, and partner with vendors to drive timely corrections.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Track and monitor recurring issues or error trends, and recommend improvements to vendor processes and controls.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Act as a key liaison with tax vendors, ensuring alignment on expectations, data requirements, and delivery timelines.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Serve as a primary point of contact for Account Officers, Relationship Managers, and Client Service Associates, providing guidance on tax-related operational matters.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Respond to and resolve tax-related inquiries in a timely and accurate manner, escalating complex issues as needed.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Translate tax concepts into clear, actionable guidance for internal stakeholders.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Contribute to the standardization of tax processes and workflows, ensuring consistency across the team.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Develop and maintain clear and comprehensive documentation, including standard operating procedures (SOPs), job aids, and control narratives.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Identify process inefficiencies and support implementation of targeted improvements that enhance both control and efficiency.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Ensure adherence to IRS, state, and regulatory requirements across all tax operations activities.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Identify control gaps and operational risks and escalate appropriately.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Support audit requests and provide necessary documentation to demonstrate compliance and process integrity.</span></li></ul><p>&nbsp;</p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10.5pt; line-height: 115%;\"><strong><u>PROBLEM SOLVING &amp; DECISION MAKING</u>:</strong></span></span></p><p>Exercises independent judgment in reviewing tax-related work and identifying discrepancies or risks. Resolves complex operational and tax-related issues with a focus on accuracy and control. Identifies root causes of errors (internal or vendor-driven) and recommends sustainable solutions.</p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10.5pt; line-height: 115%;\"><strong><u>REQUIREMENTS</u>:</strong></span></span></p><p style=\"margin-left: 0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong><u>Education and Experience</u></strong>&nbsp;</span></p><ul style=\"list-style-type: disc;\"><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Bachelor’s degree in Accounting, Finance, or a related field preferred.</span></p></li><li><p style=\"line-height: 12pt; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">3–6 years of experience in tax operations, accounting, or financial services.</span></p></li><li><p style=\"line-height: 12pt; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Strong hands-on experience with tax reporting and compliance requirements.</span></p></li><li><p style=\"line-height: 12pt; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Experience reviewing or validating tax preparation work (internal or external) strongly preferred.</span></p></li></ul><p style=\"line-height: 12pt;\">&nbsp;</p><p style=\"margin-left: 0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong><u>Skills/Knowledge</u></strong>&nbsp;</span></p><ul style=\"list-style-type: disc;\"><li><p style=\"line-height: 12pt; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Strong technical understanding of tax reporting for wealth management clients, including trusts and retirement accounts.</span></p></li><li><p style=\"line-height: 12pt; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Experience performing quality control or review of tax deliverables, particularly in a vendor-supported model.</span></p></li><li><p style=\"line-height: 12pt; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Analytical mindset with strong attention to detail and problem-solving capability.</span></p></li><li><p style=\"line-height: 12pt; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Ability to communicate effectively with internal stakeholders and external vendors.</span></p></li><li><p style=\"line-height: 12pt; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Experience with process documentation and standardization initiatives.</span></p></li><li><p style=\"line-height: 12pt; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Advanced proficiency in Excel and operational systems.</span></p></li></ul><p style=\"line-height: 12pt;\">&nbsp;</p><p style=\"line-height: 12pt; margin-left: 0.5in; text-indent: -0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong><u>Working Conditions</u></strong>:</span></p><p style=\"margin-left: 0.25in;\">While performing the duties of this job, the employee must be able to remain in a stationary position 50% of the time. &nbsp;The employee frequently is required to operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer. &nbsp;The employee is occasionally required to move about inside the office to access file cabinets, office machinery, etc. &nbsp;They also occasionally travel to locations outside of the facility, to attend meetings, trainings, events, and other business activities. &nbsp;The employee occasionally positions self to maintain or access files in file cabinets. &nbsp;The employee must have the ability to communicate information and ideas so others will understand. &nbsp;Must be able to exchange accurate information in these situations. The employee frequently observes details at close range (within a few feet of the observer). The employee must occasionally lift and/or move boxes or equipment up to 20 pounds across office for various needs. &nbsp;</p><p style=\"margin-left: 0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong><u>Work Environment:</u></strong></span></p><p style=\"margin-left: 0.25in;\">Persons holding this position are generally subject to inside environmental conditions having the lighting, temperature, and noise level of an open floor-plan office environment (moderate, but occasionally loud at times). This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.&nbsp;</p><p>&nbsp;</p>",
    "ObjectVerNumberProfile": null,
    "PrimaryLocationCountry": "US",
    "CorporateDescriptionStr": "<div>\n At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.\n</div>\n<div>\n <br/>\n</div>\n<div>\n Eastern Bank is an equal opportunity employer.&nbsp; All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability.\n</div>\n<div>\n <br/>\n</div>\n<div>\n At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you’re excited about this role but your experience doesn’t fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.\n</div>",
    "ExternalPostedStartDate": "2026-05-29T17:23:17+00:00",
    "ExternalQualificationsStr": "",
    "InternalQualificationsStr": "",
    "OrganizationDescriptionStr": "",
    "primaryLocationCoordinates": [
      {
        "Latitude": "42.35866",
        "Longitude": "-71.05674",
        "CountryCode": "US",
        "GeographyId": 300000002528192,
        "GeographyNodeId": 100000302299843
      }
    ],
    "ExternalResponsibilitiesStr": "",
    "InternalResponsibilitiesStr": "",
    "InternationalTravelRequired": null
  },
  "list_job": {
    "Id": "4168",
    "Title": "Wealth Operations Tax Analyst",
    "JobType": null,
    "Distance": 1780012800000,
    "JobShift": null,
    "Language": "US",
    "WorkDays": null,
    "JobFamily": null,
    "Relevancy": 4,
    "WorkHours": null,
    "Department": null,
    "HotJobFlag": false,
    "PostedDate": "2026-05-29",
    "StudyLevel": null,
    "WorkerType": null,
    "GeographyId": 300000002528192,
    "JobFunction": null,
    "JobSchedule": null,
    "BusinessUnit": null,
    "ContractType": null,
    "ManagerLevel": null,
    "Organization": null,
    "TrendingFlag": true,
    "workLocation": [
      {
        "Country": "US",
        "Region1": "Suffolk",
        "Region2": "MA",
        "Region3": null,
        "Building": null,
        "Latitude": 42.35728,
        "Longitude": -71.05254,
        "LocationId": 300000252764637,
        "PostalCode": "02110",
        "TownOrCity": "Boston",
        "AddressLine1": "125 High St",
        "AddressLine2": null,
        "AddressLine3": null,
        "AddressLine4": null,
        "LocationName": "Boston High Street"
      }
    ],
    "LegalEmployer": null,
    "MediaThumbURL": null,
    "WorkplaceType": "Hybrid",
    "BusinessUnitId": 300000091379811,
    "OrganizationId": 300000300213737,
    "PostingEndDate": null,
    "LegalEmployerId": 300000002484569,
    "PrimaryLocation": "Boston, MA, United States",
    "WorkDurationYears": null,
    "WorkplaceTypeCode": "ORA_HYBRID",
    "BeFirstToApplyFlag": false,
    "WorkDurationMonths": null,
    "otherWorkLocations": [],
    "secondaryLocations": [],
    "ShortDescriptionStr": "The Tax Operations Analyst is responsible for executing and overseeing tax operations processes, with a strong emphasis on technical accuracy, quality control, and regulatory compliance. This role serves as a key subject matter resource, ensuring high-quality tax reporting outcomes, validating vendor-prepared deliverables, and supporting internal stakeholders, including Account Officers, with tax-related matters.",
    "requisitionFlexFields": [],
    "DomesticTravelRequired": null,
    "PrimaryLocationCountry": "US",
    "ExternalQualificationsStr": null,
    "ExternalResponsibilitiesStr": null,
    "InternationalTravelRequired": null
  },
  "detail_meta": {
    "url": "https://gka.fa.us1.oraclecloud.com/hcmRestApi/resources/latest/recruitingCEJobRequisitionDetails?expand=all&onlyData=true&finder=ById;Id=%224168%22,siteNumber=CX",
    "http_status": 200,
    "content_type": "application/json",
    "response_bytes": 18167
  },
  "detail_errors": []
}