Fiduciary Tax Team Lead
Core
Leading and mentoring a diverse team of tax associates to provide fiduciary tax compliance and technical tax expertise for Private Bank clients.
Role type
Senior IC tax team lead (fiduciary)
Builds
Seasonal delivery of accurate and timely tax reporting to clients and taxing authorities
Domain
Financial services / Tax compliance
Required skills
Coaching, Interpret Relevant Laws Rules and Regulations, Issue Management, Policies Procedures and Guidelines Management, Risk Management, Business Operations Management, Business Process Analysis, Client Management, Record Keeping, Process Management, Tax Administration
Responsibilities
Leads seasonal delivery of accurate and timely tax reporting to clients and taxing authorities; Implements new and existing federal and state tax reporting requirements; Makes decisions and oversees teams prescribed service standards tax return accuracy and client focused communications; Drives culture and behaviors to focus on continuous improvement and management of end-to-end processes; Proactively identifies and controls risks; Leads by example builds partnerships and connects with others across the organization to achieve results