Remote Senior Tax Preparer

We’re building a relationship-oriented bank for the modern world. comWhat You’ll Be DoingAs a Senior Fiduciary Tax Specialist, you’ll play a key role in supporting the Tax Director and team with daily tax reporting and operational activities. You’ll help ensure that CIBC fulfills its fiduciary responsibilities as trustee and co-trustee of both revocable and irrevocable trusts, Agency and Individual Retirement accounts. From managing tax payments and filings to reviewing returns and working with tax vendors, your work will be essential to the accurate and timely delivery of trust-related tax obligations.To successfully perform the work, you’ll have the flexibility to manage your work activities within a hybrid work arrangement. Details on your work arrangement (proportion of on-site and remote work) will be based on business need.How You’ll SucceedSupport tax operations: Assist with daily trust tax activities and filings.Validate vendor-prepared tax documents and collaborate with internal and external partners.Managing the processing of fiduciary tax estimate and balance due payments, IRA/NRA tax withholding, and tax filings with the IRS and other authorities.Serve as a point of contact for tax-related questions across CIBC teams and with outside agencies.Manage travel logistics, expense reports, and assist in training less experienced staff.Bachelor’s degree in accounting or finance required; CPA, EA, JD, or master’s degree preferred.Experienced: 3 or more years in tax or fiduciary trust tax roles.Proficient with Microsoft Office, and systems like OneSource Trust Tax Insight, SEI SWP or EFPTS,.What You Need to SucceedSolid understanding of IRA and trust tax reportingExperience working with tax vendors and regulatory bodiesAbility to manage competing priorities with precisionClear communication and a proactive, accountable mindsetCalifornia residents — your privacy rights regarding your actual or prospective employmentAt CIBC, we offer a competitive total rewards package. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.This position does not offer relocation or visa sponsorship. #We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.comYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job LocationIL-Chicago, 181 W Madison Fl 35Employment TypeRegularWeekly Hours40SkillsAnalytical Thinking, Client Service, Customer Experience (CX), Decision Making, Process Implementations, Tax Compliance, Tax Filings, Tax Planning, Work CollaborativelySummaryLocation: Chicago, ILType: Full time