1st Shift Tax Preparer

Job Description
Providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. This job is responsible for providing accurate and timely tax reporting for accounts, utilizing product knowledge to address client needs, and conducting research to resolve tax issues while advising on the treatment of transactions and technical matters.

Responsibilities

Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards

Reviews and prepares complex federal and state individual income tax returns and gift tax returns

Complies with bank standards and policies, federal and state tax law, and client service standards

Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams

Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Skills

Account Management

Attention to Detail

Interpret Relevant Laws, Rules, and Regulations

Policies, Procedures, and Guidelines Management

Relationship Building

Client Management

Issue Management

Prioritization

Risk Management

Tax Administration

Business Process Analysis

Client Experience Branding

Coaching

Learning Delivery

Record Keeping

Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent

Shift
1st shift (United States of America)

Hours Per Week
40

Pay Range
$87,500.00 - $133,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Benefits
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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