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Tax Credit Analyst Jobs (NOW HIRING)

Fairwinds Credit Union

Credit Analyst

Orlando, FL · On-site

As a Credit Analyst , you'll play a critical role in helping us deliver on that mission by ... Business and personal tax returns * Personal financial statements * Real estate owned schedules

FAIRWINDS Credit Union

Credit Analyst

Orlando, FL · On-site

As a Credit Analyst , you'll play a critical role in helping us deliver on that mission by ... Business and personal tax returns * Personal financial statements * Real estate owned schedules

Triad Metals

Credit Analyst

Horsham, PA · On-site

Analyze financial statements, tax returns, business credit reports and trade references. * Assess borrowers' ability to repay for materials delivered and identify credit risks. * Prepare detailed ...

TRUSTBANK

Credit Analyst

Olney, IL · On-site +1

$65K - $90K/yr

Responsibilities include analyzing financial statements, tax returns, cash flow, and collateral to identify repayment capacity, financial trends, and emerging risks. The Credit Analyst prepares ...

TrustBank

Credit Analyst

Olney, IL · On-site

$65K - $90K/yr

Responsibilities include analyzing financial statements, tax returns, cash flow, and collateral to identify repayment capacity, financial trends, and emerging risks. The Credit Analyst prepares ...

TrustBank

Credit Analyst

Olney, IL · On-site

$65K - $90K/yr

Responsibilities include analyzing financial statements, tax returns, cash flow, and collateral to identify repayment capacity, financial trends, and emerging risks. The Credit Analyst prepares ...

TrustBank

Credit Analyst

Olney, IL · On-site

$65K - $90K/yr

Responsibilities include analyzing financial statements, tax returns, cash flow, and collateral to identify repayment capacity, financial trends, and emerging risks. The Credit Analyst prepares ...

Vantage Bank

Credit Analyst

Fort Worth, TX · On-site

JOB SUMMARY The Credit Analyst prepares comprehensive credit presentations for new, renewed ... Spreads and analyzes business and personal financial statements, tax returns, borrowing bases ...

Triad Metals

Credit Analyst

Horsham, PA

Analyze financial statements, tax returns, business credit reports and trade references. * Assess borrowers' ability to repay for materials delivered and identify credit risks. * Prepare detailed ...

Triad Metals

Credit Analyst

Horsham, PA · On-site

Analyze financial statements, tax returns, business credit reports and trade references.Assess borrowers' ability to repay for materials delivered and identify credit risks.Prepare detailed credit ...

Beacon Credit Union

Ag Credit Analyst

Peru, IN · On-site

Images and tracks financial documents, including financial statement, tax return, credit report, risk analysis, annual review report, and loan request presentation report, necessary for annual review ...

TrustBank

Credit Analyst

Olney, IL · On-site +1

$65K - $90K/yr

Responsibilities include analyzing financial statements, tax returns, cash flow, and collateral to identify repayment capacity, financial trends, and emerging risks. The Credit Analyst prepares ...

Peregrine Team

Credit Analyst

Newport Beach, CA · On-site

$70K - $90K/yr

Analyze financial statements, tax returns, and credit reports. * Risk Assessment: Evaluate borrower risk and make recommendations for loan approval or denial. * Credit Memorandums: Prepare detailed ...

Vantage Bank

Credit Analyst

Dallas, TX · On-site

JOB SUMMARY The Credit Analyst prepares comprehensive credit presentations for new, renewed ... Spreads and analyzes business and personal financial statements, tax returns, borrowing bases ...

Vantage Bank

Credit Analyst

El Paso, TX · On-site

JOB SUMMARY The Credit Analyst prepares comprehensive credit presentations for new, renewed ... Spreads and analyzes business and personal financial statements, tax returns, borrowing bases ...

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All JobsTax Credit Analyst Jobs

Tax Credit Analyst information

See salary details

$45.5K

$77.1K

$108.5K

How much do tax credit analyst jobs pay per year?

As of Aug 15, 2026, the average yearly pay for tax credit analyst in the United States is $77,147.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What is the difference between Tax Credit Analyst vs Tax Accountant?

AspectTax Credit AnalystTax Accountant
CredentialsBachelor's degree in accounting, finance, or related field; certifications like CPA or CTA are a plusBachelor's degree in accounting, finance, or related field; CPA often preferred
Work EnvironmentFinancial services, consulting firms, or corporate finance departmentsAccounting firms, corporate finance, or small business environments
Employer & Industry UsageUsed mainly in industries with tax incentives, real estate, or energy projectsUsed across all industries for compliance, reporting, and tax planning

While both roles involve tax-related work, a Tax Credit Analyst specializes in identifying and managing tax credits and incentives, often within specific industries. A Tax Accountant handles broader tax compliance, planning, and reporting for various organizations. The roles overlap in credentials and work environment but differ in focus and scope.

What are the key skills and qualifications needed to thrive as a tax credit analyst?

To thrive as a Tax Credit Analyst, you need strong analytical abilities, knowledge of tax laws and regulations, and a background in accounting or finance, often backed by a relevant degree. Familiarity with tax preparation software, financial modeling tools, and spreadsheet applications like Excel is typically required. Attention to detail, problem-solving skills, and effective communication help you interpret complex tax codes and collaborate with clients or internal teams. These skills ensure accurate identification and optimization of tax credits, reducing liabilities and maximizing financial benefits for clients or organizations.

What does a tax credit analyst do?

A Tax Credit Analyst is responsible for identifying, evaluating, and maximizing tax credits for individuals or businesses. They review financial documents, ensure compliance with tax laws, and prepare reports to help clients claim eligible credits and incentives. Their work often involves staying updated on changing tax regulations and collaborating with other finance professionals to optimize tax savings. Tax Credit Analysts are essential in helping organizations reduce their tax liabilities and improve financial performance.

How does a tax credit analyst typically collaborate with other departments within an organization?

A Tax Credit Analyst works closely with departments such as accounting, finance, and legal to ensure accurate identification and documentation of eligible tax credits. They often coordinate with project managers and business unit leaders to gather necessary data and support documentation for credit applications. Regular communication with external auditors or consultants may also be required to ensure compliance and optimize tax credit opportunities. This cross-functional collaboration is essential for maximizing benefits and ensuring all regulatory requirements are met.
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Tax Credit Analyst jobs near you
Infographic showing various Tax Credit Analyst job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 82% Full Time, 16% Part Time, and 1% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $77,147 per year, or $37.1 per hour.

Credit Analyst

Fairwinds Credit Union

Orlando, FL • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Financial Freedom Happens Here – and it starts with YOU.

At FAIRWINDS Credit Union, we’re more than a workplace; we’re a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom - for our members and for you. As a Credit Analyst, you’ll play a critical role in helping us deliver on that mission by providing accurate and objective credit analysis that supports sound lending decisions and protects the credit union.

We’re looking for a detail-oriented financial professional who enjoys analyzing complex financial information, identifying risk, and partnering with lenders to structure strong commercial credit opportunities that benefit both our members and FAIRWINDS.

Your Role in Our Mission:

  • Prepare complete and accurate commercial credit analyses in a timely manner
  • Provide an unbiased and objective evaluation of prospective borrowers while identifying and disclosing all associated risks
  • Partner with Commercial Lenders to gather and analyze all information necessary to underwrite credit requests
  • Review and analyze:
    • Corporate financial statements
    • Business and personal tax returns
    • Personal financial statements
    • Real estate owned schedules
    • Liquidity statements
  • Develop detailed cash flow analyses to determine borrower financial strength
  • Determine Borrower Risk Ratings and Loan Risk Ratings
  • Assist in structuring credit requests that align with the best interests of both the member and FAIRWINDS
  • Complete comprehensive Credit Approval Memorandums
  • Prepare financial spreads and supporting analysis
  • Identify opportunities to deepen and expand existing member relationships

What Makes You a Great Fit:

  • Bachelor’s degree in Finance, Accounting, Business, or a related field
  • 3–5+ years of commercial credit underwriting experience (credit union or bank experience preferred)
  • Experience partnering directly with lenders throughout the full credit lifecycle
  • Strong analytical, organizational, and critical thinking skills
  • Ability to interpret and analyze complex financial statements and tax returns
  • Excellent communication and collaboration skills
  • Experience with nCino, Sageworks, Moody’s, and/or CoStar preferred
  • Equivalent combinations of education and experience may be considered

A Culture of Care and Reward:
You give your best, and we give back with a comprehensive and meaningful rewards package:

  • Enjoy 11 paid holidays and generous paid time off to recharge and reset
  • Build your future with a 6% 401(k) match
  • Eligible for a $700 annual contribution to your Health Savings Account
  • Access our comprehensive maternity leave program to support growing families
  • Stay covered with medical, dental, vision, disability, and life insurance
  • Grow your career through leadership development, tuition assistance, and advancement opportunities
  • Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey’s SmartDollar program
  • Thrive in a purpose-driven, people-first culture where your impact matters

This is more than your next job. It’s your next step in changing lives; starting with your own!

About FAIRWINDS Credit Union
At FAIRWINDS Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members’ lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The FAIRWINDS Way, we champion a culture of integrity, accountability, and teamwork, and we’re nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes’ 2024 Best-in-State Credit Unions and one of Orlando Business Journal’s Best Places to Work, FAIRWINDS is a top workplace where your purpose matters and your growth is supported every step of the way!

FAIRWINDS is an Equal Opportunity Employer.

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