Trust Tax Accountant

• Prepare timely and accurate fiduciary tax returns, including Forms 1099, 1041, and 5227
• Prepare ancillary charitable entity returns, individual returns, and gift tax returns, including Forms 990, 990PF, 1040, and 709
• Retrieve and assimilate data required for income tax return preparation
• Review trust documents and ensure accurate taxation of assigned accounts
• Monitor and analyze transactions for tax consequences
• Advise investment officers and account administrators on tax concerns
• Calculate estimated taxes and generate tax projections for individual income clients
• Answer questions about tax liabilities, deductions, and related issues, including correspondence with tax authorities
• Interact with personal trust, Private Bank, and other Investment Advisors teams
• Participate in new business development
• Research federal, state, and local tax law issues
• Research and present internal training on relevant tax topics
• Support trust officers and assistants in the Investment Advisors division with tax information needs
• Identify, assess, manage, monitor, and report risks within the Bank’s risk appetite

• Bachelor's Degree in Accounting or Finance
• Internship or co-operative experience in tax, or prior public or industry accounting experience preferred
• Working toward CPA, EA, or MBA preferred
• Knowledge of elementary accounting and tax subject matters
• Proficiency with Microsoft Office software
• Understanding of tax return preparation software preferred
• Excellent analytical, verbal, and written communication skills
• Ability to work individually and as a team member
• Ability to work in a professional and dynamic environment
• Sound judgment and ability to apply logical and critical thought processes
• Capacity and interest to acquire technical knowledge of fiduciary accounting and taxation

Demonstrates expertise in fiduciary tax return preparation, including Forms 1099, 1041, and 5227, while providing sound tax advice and projections. Proficient in analyzing tax implications and collaborating with investment teams to support client needs.

• Fiduciary Tax Return Preparation
• Tax Law Research
• Microsoft Office Proficiency
• CPA, EA, or MBA Progress
• Analytical and Communication Skills

• Fiduciary Tax Returns
• Forms 1099
• Forms 1041
• Forms 5227
• Forms 990
• Forms 990PF
• Forms 1040
• Forms 709
• Tax Return Preparation Software
• Elementary Accounting Knowledge

• Analytical Skills
• Verbal Communication
• Written Communication
• Team Collaboration
• Sound Judgment

• Bachelor's Degree in Accounting
• Bachelor's Degree in Finance
• CPA
• EA
• MBA

• Tax Consequences
• Investment Advisors
• Charitable Entity Returns
• Trust Documents
• Risk Management