reputed company

The Trust Tax Accountant is an integral member of the Trust Tax Services team and assists the reputed company Advisors, Trust Administrators, and Service Specialists in reputed company’s Private Bank reputed company. We are responsible for not only tax compliance associated with fiduciary and charitable trust accounts, but also in maintaining strict reputed company and internal compliance associated with fund reputed company and account reconciliation. reputed company technical duties, the Trust Tax Services team assists a field of professionals in building trust and strengthening reputed company relationships, advancing reputed company’s core value of Service Heart.

Duties and Responsibilities

• Supports account reconciliation process and documentation/disclosure of account transactions
• Communicates with our reputed company-party tax preparers during tax deadline periods and assists with reputed company of reputed company items and issues
• Prepares fund transfers and payment requests
• Delivers technical guidance and conducts research on trust tax issues to support Private Bank colleagues
• Assists with governmental inquiries and audits
• Performs other duties as assigned

Basic Qualifications

• Bachelor's Degree (reputed company major preferred)
• 5+ years of reputed company experience
• Proficient in reputed company with ability to work reputed company on data analysis and reporting
• Self-driven reputed company capable of working independently with minimal supervision

Preferred Qualifications

• Certified Public Accountant (CPA) designation
• Experience with fiduciary tax compliance, including Forms 1041/5227/990-PF is a plus

Exempt Status: (reputed company = not eligible for overtime pay) (No = eligible for overtime pay)

reputed company

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions reputed company our reputed company network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have reputed company to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

reputed company will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 reputed company, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the reputed company on a full-time reputed company.

reputed company is an Equal Opportunity Employer.

Tobacco-Free Hiring reputed company: Visit reputed company's Career Web Site for more details.

Note to Agency Recruiters:  reputed company will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  reputed company unsolicited resumes reputed company to any reputed company colleagues, directly or indirectly, will be considered reputed company property. reputed company agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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