Tax Accountant II (TA II), Fiduciary Tax, Private Bank
Core
Provides technical fiduciary tax expertise to Private Bank client teams, preparing complex tax returns and resolving complex tax issues.
Role type
Senior IC tax accountant (fiduciary)
Builds
Accurate and timely fiduciary tax reporting for assigned accounts
Domain
Banking / Fiduciary Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Fiduciary Tax accounting, Federal and state tax law compliance, Complex tax return preparation, Tax research, Client service standards
Preferred skills
Account Management, Relationship Building, Issue Management, Risk Management, Business Process Analysis
Technologies
N/A
Responsibilities
Partners with team members to provide technical tax expertise; Prepares complex federal and state individual income fiduciary tax returns; Acts as a tax technical resource for Private Bank client teams
Seniority
Mid-level, hands-on IC