The main purpose of this job is to ensure accurate and timely preparation, filing, and administration of tax returns, including individual, tax-exempt, partnership, gift, estate and fiduciary returns. Serve as a local resource for consulting and technical tax research in a wide area of taxation for external and internal clients. Build relationships with internal and external partners and enhance the ability of the Commerce Trust Company to expand its trust/investment management opportunities with current and prospective high net-worth clients. Coordinate scanning documentation into tax preparation software, maintaining organization of electronic files associated with each client, monitoring of deadlines and tracking of work status through maintaining CCH Practice Management. Perform other duties as assigned.
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Job Type
Full-time
Career Level
Mid Level