Senior Fiduciary Tax Specialist
Core
Provides technical fiduciary tax expertise to Private Bank client teams, ensuring accurate tax reporting and resolving complex tax issues.
Role type
Senior IC fiduciary tax specialist
Builds
Accurate and timely federal and state fiduciary income tax returns for private banking accounts
Domain
Banking / Fiduciary Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Complex tax return preparation, Federal and state tax law compliance, Technical tax research, Client service standards, Tax administration
Preferred skills
Systems related tax training delivery, Business process analysis, Coaching
Technologies
None explicitly stated
Responsibilities
Reviews and prepares complex federal and state fiduciary income tax returns, Acts as a tax technical resource for associates and client teams, Develops and delivers technical tax trainings, Complies with bank standards and federal/state tax law
Seniority
Senior, hands-on IC