Tax Accountant II (TA II), Fiduciary Tax, Private Banking
Core
Provide technical fiduciary tax expertise to Private Bank client teams, preparing complex federal and state individual income tax returns and resolving complex tax issues.
Role type
Senior IC tax accountant (fiduciary)
Builds
Accurate and timely tax reporting for assigned high net worth accounts
Domain
Banking / Fiduciary Tax
Required skills
Tax Administration, Interpret Relevant Laws, Rules, and Regulations, Issue Management, Record Keeping, Risk Management, Business Process Analysis
Preferred skills
Account Management, Attention to Detail, Policies, Procedures, and Guidelines Management, Relationship Building, Client Management, Prioritization
Responsibilities
Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards; Prepares complex federal and state individual income tax returns; Complies with bank standards and policies, federal and state tax law, and client service standards; Acts as a tax technical resource for Private Bank client teams
Seniority
Mid-level, hands-on IC