Senior Fiduciary Tax Liaison
Truist Bank•Atlanta, GA
•Onsite
About The Position
The primary function of the Senior Fiduciary Tax Liaison - Estate and Charitable is to coordinate between estate and charitable administrators and outsourcing partners regarding all aspects of tax compliance and reporting for agency, investment management, custodial, estate and trust accounts.
Requirements
- 10+ years of estate tax and/or charitable type return preparation experience.
- Ability to work in OneSource Trust Tax.
- Experience with trust taxation, information reporting, and withholding administration.
- Outstanding problem solving and decision-making skills.
- Strong organizational, multi-tasking and prioritizing skills.
Nice To Haves
- Bachelor's Degree in Accounting or related field
- CPA/EA certification
Responsibilities
- Review estate, trust, charitable, and related tax returns prepared by external tax providers and resolve tax issues.
- Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients.
- Oversee IRA, NRA, backup, federal, and state withholding activities, including reconciliations, exception resolution, and regulatory reporting.
- Review discrepancy and data analysis reports generated from the trust accounting system and/or tax system and coordinate corrective action.
- Maintain procedures and controls and support audits, regulatory reviews, and risk management activities.
- Lead process improvement initiatives and special projects as assigned.
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- vacation
- sick days
- paid holidays
- defined benefit pension plan
- restricted stock units
- deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
