Oversight and management of annual tax compliance for Huntington’s Private Bank segment to ensure timely and accurate completion of fiduciary tax filings
Active involvement in the reconcilement and communication of tax payment processing for fiduciary tax returns (Forms 1041, 990-PF, and 5227)
Primary liaison between the third-party public accounting firm and the service specialists, wealth managers, and trust administrators you will be supporting
Internal point of contact for escalation and resolution of tax problems
Standard management responsibilities such as management of departmental policies and procedures, risk assessment, vendor payments, and procedural audits
Review of Trust Agreements, Wills, and Estate filings to identify Generation Skipping Tax issues
Responsible for annual compliance filings with Federal and State governments relating to withholding taxes
Primary lead for informational tax reporting such as abatement of TIN matching notices, W8-BEN review and Non-Resident Alien withholding issues, and Required Minimum Distribution calculation and communication

Bachelor's Degree (accounting major preferred)
10+ years of relevant experience in fiduciary tax and trust administration (leadership role preferred)
Background in fiduciary income taxation and estate taxation
Strong verbal & written communications skills
Self-driven professional capable of working independently with minimal supervision
Proficient in Excel with ability to work efficiently on data analysis and reporting
Juris Doctor (JD), Master of Laws (LL.M.) in Taxation and Certified Public Accountant (CPA) designation (preferred)
Experience with FIS AddVantage, SEI Wealth Platform, Thomson Reuters OneSource, Ohio Business Gateway, and EFTPS Batch Provider (preferred)

Trust Tax Services Manager

Key skills