Representative Lead - Tax Accounting

FIS•Atlanta, GA

About The Position

We are a team of tax professionals passionate about US taxation. This team has intellectual experience in US trust taxation and various other forms. As a Representative Lead, you will work as part of the team in managing trust tax accounts; ensuring accurate, timely processing across multiple tax returns and filings; and solving complex business issues from strategy to execution.

Requirements

Bachelor’s degree in accounting or finance, or commensurate business experience
Typically, 5+ years of experience with US trust taxation.
Rewarding experience in Form 1041 (Trust Returns), Estate Returns, Foundation Returns, Gift Tax Returns.
Sound technical knowledge of US trust tax.
Strong analytical and problem‑solving skills with the ability to handle high-volume workloads.
Excellent organizational, communication, and documentation skills.
Ability to work independently while supporting team and departmental objectives.
Committed availability during tax seasons.

Nice To Haves

Hands-on proficiency with OneSource tax accounting software.
Experience at a Big Four accounting firm.

Responsibilities

Prepare 1041, 5227, and 990-series tax returns.
Analyze and resolve all questions or problems that may arise associated with the returns and tax filings.
Review trusts and private foundations quarterly to make the most tax beneficial estimated tax payments.
Work with the FIS accounting system and OneSource tax software to manage tax processing and prepare tax returns and filings.
Respond to correspondence from the Internal Revenue Service and various state tax authorities regarding issues or examinations arising from the preparation of tax returns or other tax filings.
Develop and maintain procedures surrounding tax activities and controls to ensure compliance with corporate, regulatory, and audit requirements.
Identify and address client needs, building a strong professional network and cordial relationships.