Fiduciary Tax Accountant
About The Position
This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for accounts, utilizing product knowledge to address client needs, and conducting research to resolve tax issues while advising on the treatment of transactions and technical matters. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements.
Requirements
- Account Management
- Attention to Detail
- Interpret Relevant Laws, Rules, and Regulations
- Policies, Procedures, and Guidelines Management
- Relationship Building
- Client Management
- Issue Management
- Prioritization
- Risk Management
- Tax Administration
- Business Process Analysis
- Client Experience
- Branding
- Coaching
- Learning Delivery
- Record Keeping
Responsibilities
- Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
- Reviews and prepares complex federal and state individual income tax returns and gift tax returns
- Complies with bank standards and policies, federal and state tax law, and client service standards
- Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams
- Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax
Benefits
- access to paid time off
- resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
