Position Description:

Under direct supervision, responsible for assisting in the maintenance of tax records and the preparation of all or specifically assigned tax returns and related reports.

Tax Analyst

 

This position leads or assists with key client engagements from bank/wealth management organizations contracted with the Trust segment within Small Firm Services to provide overall fiduciary tax functions. This includes:

 

1) Production and filing of all wealth management related tax returns

2) Leading or assisting with client experiences and all communications and

3) Leading and overseeing client engagement to ensure service standards are met and client expectations are exceeded all while the business segment continues to grow.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

Assists Trust Tax Outsourcing Manager with day-to-day activities to ensure: 1) generation and filing of returns during tax season 2) review of transactions during off season and 3) meeting/exceeding client expectationsMonitors quality control of assigned accounts for accurate tax preparationAnswering client tax related questions pertaining to the tax information prepared by this teamProvide various reports to client as neededCommunicating with clients during year on deadlines and deliverablesAssist with establishing processes for servicing customersMeet all compliance deadlines with IRS and State agencies for assigned accounts and assist in monitoring information for other tax preparersRecommend and participate in training plans for new and existing employees on tax law changes, internal procedures, and new system enhancementsCollaborate with various internal departments such as Product Management, Support and Service, Development, Marketing, and Sales as neededMentoring and coaching team members on our services and the attention needed to our clientsHandle multiple engagements and responsibilities at the same time making sure each client receives the same level of service

 

OTHER DUTIES:

Acts as an active participant in team meetings and client discussionsOther duties as assigned by Trust Tax Outsourcing Manager

 

JOB QUALIFICATIONS:

Education:  Bachelor’s degree in accounting or related field a plusExperience:  Excellent oral, written and presentation skills2+ years’ experience preparing and/or reviewing trust tax returns such as 1041and state related forms, and Agency/Custodial 1099s a plusExtensive usage of trust tax related software to generate returns in a high production environment a plusAbility to interact with internal & external clients, assess business challenges and collaboratively define solutions to address key issuesSelf-motivated individual who can work with limited direction, while keeping key stakeholders apprised of project statusStrong attention to detail and ability to spot inconsistencies in large amounts of data being reviewedStrong PC and business software application skills, including Microsoft office suite – excelAbility to mentor and assist other team members with questions and/or best practicesAbility to work effectively in a fast-paced, fluid environment handling multiple tasks and projects concurrently while implementing best practices and focusing on attention to detailParamount communication skillsOther Knowledge, Skills, Abilities or Certifications: Enrolled Agent, CPA a plus.