SCHEDULE: Temporary ; Monday through Friday 9:00-5:00 (15-20 hrs. /week) *hours may vary by week. May require some Saturdays. January 2025-May 2025. LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317 SCOPE: The Tax Intern is responsible for assisting the Trust and Wealth Management Department Tax Team with assigned projects and duties peripheral to income tax reporting. ACCOUNTABILITIES: Tax Reporting and Processing + Assist with preparation of materials and delivery to tax preparers + Assist with delivery of Schedule K-1 information to beneficiaries + Capital gain/loss spreadsheets + YE Holdings reports for charitable trusts + Rental and Farm activity work papers + Monitor 65-day distributions for Complex Trusts + Communicate with tax preparers and Trust and Wealth Management staff + Monitor Broadridge MLP tax reporting + Compile information and process electronic tax payments (balance due and estimated tax) by required payment dates + Assist with processing, obtaining signatures, and tracking of tax returns + Save documents to electronic storage + Prepare/Update monthly reports + Assist with monthly tax withholding reconciliations and tax filings Other + Maintain confidentiality of customer account information + Assist Trust and Wealth Management with special projects as needed + Periodic team check-ins + Perform other duties as assigned EDUCATION AND SPECIAL REQUIREMENTS: + High school diploma or equivalent required + Prefer junior/senior in college, pursuing business degree + This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Proficiency in Microsoft Suite, specifically Excel, is preferred + Data analytics preferred EQUAL OPPORTUNITY EMPLOYER