Tax Accountant II

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Tax Accountant II, Fiduciary Tax, Private Bank -
This job is responsible for providing technical fiduciary expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for assigned accounts and conducting tax research to resolve complex tax issues. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements.

Responsibilities :

• Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards

• Prepares complex federal and state individual income tax returns and gift tax returns

• Complies with bank standards and policies, federal and state tax law, and client service standards

• Acts as a tax technical resource for Private Bank client teams

Skills :

• Account Management

• Attention to Detail

• Policies, Procedures, and Guidelines Management

• Relationship Building

• Interpret Relevant Laws, Rules, and Regulations

• Issue Management

• Record Keeping

• Risk Management

• Tax Administration

• Business Process Analysis

• Client Experience Branding

• Client Management

• Prioritization

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees: participation in a work from home posture does not make you eligible to post.

Shift:
1st shift (United States of America)

Hours Per Week:
40

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