Senior Fiduciary Tax Liaison

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular

English (Required)

1st shift (United States of America)

The primary function of the Senior Fiduciary Tax Liaison - Estate and Charitable is to coordinate between estate and charitable administrators and outsourcing partners regarding all aspects of tax compliance and reporting for agency, investment management, custodial, estate and trust accounts.

• Review estate, trust, charitable, and related tax returns prepared by external tax providers and resolve tax issues.
• Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients.
• Oversee IRA, NRA, backup, federal, and state withholding activities, including reconciliations, exception resolution, and regulatory reporting.
• Review discrepancy and data analysis reports generated from the trust accounting system and/or tax system and coordinate corrective action.
• Maintain procedures and controls and support audits, regulatory reviews, and risk management activities.
• Lead process improvement initiatives and special projects as assigned.

• 10+ years of estate tax and/or charitable type return preparation experience.
• Ability to work in One Source Trust Tax.
• Experience with trust taxation, information reporting, and withholding administration.
• Outstanding problem solving and decision-making skills.
• Strong organizational, multi-tasking and prioritizing skills.

• Bachelor's Degree in Accounting or related field
• CPA/EA certification

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work