Fiduciary Tax Administrator

The teammate is responsible for preparing fiduciary income tax returns and Forms 1099 for trust and agency accounts in the Wealth Management Division. The teammate provides the highest quality of service to every client.

Essential Functions:

• Prepares fiduciary and individual income tax returns and Forms 1099 for review, with an emphasis on Forms 1099 and grantor trust tax returns. responsibilities include but are not limited to organizing, scrubbing, preparing and reconciling tax data and setting up new account tax information within the system
• May assist with computing quarterly fiduciary estimated tax
• May prepare estate or guardianship accountings
• Coordinate and prepares date of death valuations of securities and related cost basis adjustments
• Reviews other cost basis adjustments and tax reporting for corporate actions and fixed income assets
• Corresponds with and resolves issue with IRS, IDR, or other tax agencies

Required Education, Experience and Skills:

• Bachelor's degree or equivalent work experience; an undergraduate degree in accounting or a related field is preferred and helpful
• Minimum of three years of experience using trust accounting systems with thorough understanding of investment transaction reporting preferred
• High level of initiative, and the ability to work with minimal direct supervision
• High degree of accuracy and attention to detail
• Ability to interpret data and solve problems
• Ability to organize and prioritize tasks
• Computer proficiency, especially with Microsoft Excel; experience using OneSource Trust Tax software system is a plus
• Proven verbal and written communication skills, with strong emphasis placed on responsiveness and customer service skills