Tax Accountant II (TA II), Private Banking
Core
Provide technical fiduciary expertise and accurate, timely tax reporting for Private Bank client accounts, specifically focusing on split interest and wholly charitable trusts.
Role type
Senior IC tax accountant (fiduciary/charitable trusts)
Builds
Complex federal and state charitable income tax returns for split interest and wholly charitable trusts
Domain
Banking / Fiduciary Services / Tax Law
Required skills
Tax Administration, Interpret Relevant Laws Rules and Regulations, Record Keeping, Risk Management, Issue Management, Business Process Analysis
Preferred skills
Account Management, Relationship Building, Client Management, Attention to Detail, Policies Procedures and Guidelines Management
Responsibilities
Prepare complex federal and state charitable income tax returns for split interest trust and wholly charitable trusts; Act as a tax technical resource for Private Bank client teams; Comply with bank standards and policies, federal and state tax law, and client service standards; Partner with team members to provide technical tax expertise and ensure assigned accounts are fulfilled to achieve client service standards