Sr. Trust Tax Accountant II
Core
Prepare fiduciary tax returns (Forms 1041, 1099, 5227, 990, 1065, 706, etc.) for approximately 750 complex trust and estate accounts and serve as a tax subject matter expert for Trust Officers and Wealth Management Advisors.
Role type
Senior individual contributor trust tax accountant
Builds
Fiduciary income tax returns, ancillary client returns, and tax projections
Domain
Banking / Wealth & Asset Management / Fiduciary Taxation
Required skills
Fiduciary accounting, complex tax return preparation, trust and estate planning, tax law research, tax software proficiency, audit trail documentation, risk management, client advisory
Preferred skills
CPA, EA, or MBA, mentoring staff, training development
Technologies
Tax return preparation software, Microsoft Office
Responsibilities
Prepare complex fiduciary income tax returns and ancillary returns (gift, estate, charitable), review work of less experienced staff, advise Portfolio Managers and Trust Officers on tax implications, research Federal/State/Local tax issues, respond to client and IRS inquiries, provide timely feedback to team members, mentor interns and junior staff
Seniority
Senior, hands-on IC with supervisory responsibilities