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Tax Credit Analyst Jobs (NOW HIRING)

Essential Duties & Responsibilities: · Review and interpret financial statements, tax returns, cash flow analyses, and related potential borrower information to assess credit worthiness, repayment ...

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

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

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 ...

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

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 ...

The Credit Analyst will work closely with Credit Department, Loan Operations, and Loan Officers, to ... Monitor customer information files to ensure current reports, statements, tax returns and other ...

The Credit Analyst will work closely with Credit Department, Loan Operations, and Loan Officers, to ... Monitor customer information files to ensure current reports, statements, tax returns and other ...

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 ...

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

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Commercial credit analysis by reviewing items including, but not limited to, credit reports, personal and business financial statements, tax returns, appraisals, property inspections, insurance and ...

Credit Analyst

Overland Park, KS · On-site

$75K - $95K/yr

Analyze financial statements, tax returns, cash flow reports, and other supporting documentation. * Assess borrower's creditworthiness and identify potential lending risks. * Prepare detailed credit ...

The Credit Analyst will be responsible for spreading financial statements as required by Lake Ridge ... tax returns, balance sheets, profit & loss statements, aging reports and projections). * Verify ...

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Tax Credit Analyst information

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$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.
More about Tax Credit Analyst jobs
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

GREATER STATE BANK

Mcallen, TX • On-site

Other

Re-posted 15 days ago


Job description

Position Description: Position Summary: The Credit Analyst position provides high level support to Commercial Lending Team and Credit Officer on day-to-day activities. The Credit Analyst will work primarily with the Credit Officer to analyze creditworthiness of commercial and/or consumer borrowers, prepare detailed credit memorandums, and support in underwriting decisions that align with the Bank’s policies and standards. This role works closely with the Lending Team, Credit Team, and other Personnel/Management to evaluate financial performance, assess repayment capacity, identify risk factors, and help maintain the Bank’s loan portfolio. The Credit Analyst will be responsible and accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. The ideal candidate for this position is analytical, detail-oriented, and capable of providing exceptional service and communication to both Bank employees and external customers.Essential Duties & Responsibilities: · Review and interpret financial statements, tax returns, cash flow analyses, and related potential borrower information to assess credit worthiness, repayment capacity, collateral adequacy, and overall risk.· Prepare comprehensive credit memorandums and loan presentations for management and Board committees while meeting established deadlines.· Perform financial spreading and market trend analysis.· Calculate and analyze key financial ratios and conduct industry/market research to support credit underwriting decisions.· Work closely with the Commercial Lending Team by analyzing all relevant loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions, and Greater State Bank files.· Assist with annual loan portfolio reviews as needed.· Maintain accurate records and documentation within loan and credit systems.· Comply with all established bank policies and procedures.· Effectively manage the Bank’s exposure to identified risks, and recommend appropriates structure in accordance with Greater State’s credit policy.· Oversee and manage financial information within credit files to assure current reports, statements, accounts receivable listings, and other information on customer accounts.· Effectively communicate with Bank Management, Loan Officers, Credit Team, and customers in a clear, accurate, and concise manner.· Manage a high volume of loan activity through new originations while maintaining confidentiality regarding new requests and existing portfolio.· Complete all assigned Compliance Training and adhere to security, audit, and compliance requirements.· Perform any other duties as defined by Management. Education, Work Experience, and Skills Requirements: · Bachelor's degree in Finance, Accounting, Business Administration, or related field is required.· Work experience in credit analysis, underwriting, accounting, or other related financial services is preferred.· Commercial Banking experience is a plus.· Understanding of financial statements/tax returns, cash flow analysis, and accounting principles.· Strong analytical, organizational, and problem solving skills.· Proficiency with Microsoft Office Suite (specifically Microsoft Excel) and other financial analysis/banking tools.· Ability to write professional correspondence and credit memos.Greater State Bank is an Equal Opportunity Employer