Are you seeking to join a team where you can have the opportunity to thrive and grow?   We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. 

 

As a Client Tax Associate I within the Trusts and Estates and Tax Operations (TETO) team in Wealth Management (WM), you will play a crucial role in supporting the Trust and Estate (T&E) practice by coordinating the preparation and filing of tax returns.  The TETO team provides technical expertise in interpreting and applying federal, state, and foreign laws and regulations impacting the tax filings of WM clients.  Your primary objective is to ensure review of various data elements essential to accurate information reporting.  You will have knowledge of various tax reporting functions, regulatory reporting requirements and be comfortable with high volumes, strict deadlines, and sophisticated clients.  You will possess high-level written and verbal communication skills to explain technical reporting positions to internal partners and external clients.  You will have exceptional organization and attention to detail, with the ability to troubleshoot and remediate rapidly. 

Job Responsibilities

Collaborate with internal teams to ensure the timely production of diverse tax reporting formsDevelop a comprehensive understanding of cross-functional business processes to identify automation opportunities and enhance client experiencesLead tax projects to refine processes and procedures, including cross Line of Business (LOB) strategic initiativesEstablish and maintain a robust control environment that meets risk and audit requirementsAnalyze data for consistency and accuracy; coordinate with relevant teams to implement necessary adjustmentsOversee data integrity reviews across multiple platforms with both on-shore and off-shore teamsImplement and support business-as-usual processes for continuous information reporting and withholding complianceDeliver tax education, training, and presentations to client-facing and tax documentation teams as required

Required Qualifications, Capabilities, and Skills

Bachelor’s degree in Accounting, Finance, or a related field requiredOver 5 years of experience in tax reportingProficiency in tax reporting (1099, 5498,1042-S, 2439, 8966, etc.) with familiarity in core processes for successful reporting seasonsHighly organized and detail-oriented with advanced written and verbal communication skillsAbility to multitask and communicate effectively with senior internal partners; willingness to accept direction and develop strong relationshipsExceptional decision-making capabilities, including problem identification, solution proposal, and change influenceIn-depth understanding of regulatory reporting requirements and tax technical concepts, including foreign currency, derivatives, wash sales, etc.Proven ability to interface positively with internal teams, colleagues, and senior managementExcellent communication and interpersonal skills, with the ability to articulate tax issues in layman's termsProficient in Microsoft Office tools: Excel, PowerPoint, and WordAbility to re-prioritize focus across a broad array of simultaneous deliverables

Preferred Qualifications, Capabilities, and Skills

Advanced degree or certification in Taxation, Accounting, or a related discipline preferredExperience in a high-volume financial institution or public accounting firm preferredAdvanced knowledge of tax statements and year-end reportingExperience with operations and product support preferredExperience in process improvement and process mapping preferredAdvanced MS Excel skills required; experience with Alteryx preferred