Responsible for the preparation of moderate/complex investment management, trust and individual federal, state and local tax returns
Research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department staff to resolve tax issues and notices
Apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for moderate to complex trust, exempt organization, estate and individual federal, state and local tax returns, including gift tax and generation skipping transfer tax returns
Maintain a current review of assigned account transactions for accurate tax code assignments and account coding
Review new account opening documentation and set the appropriate coding in the accounting and tax system
Review closing account documentation to determine tax reserves needed for payment of federal, state, and local income taxes and tax service fees
Respond to and resolve notices received by federal, state and local taxing authorities
Stay current with tax law changes and application to assigned account assignment
Provide support to trust tax accountants in training and professional development and performs secondary review of returns

Senior Trust Tax Accountant

Key skills