Temporary Tax Preparer

Bank

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Join a collaborative team that supports tax-related work for Wealth Management and corporate business lines. Tax preparation is completed by PwC, while this team oversees the process, reviews work for quality and accuracy, and serves as the key liaison between internal partners and external tax professionals.

Manage an assigned portfolio of accounts and oversee tax compliance activities.

Review tax returns and related deliverables for accuracy, quality, and timeliness.

Partner with PwC and internal stakeholders to resolve tax-related questions.

Support trust and charitable tax compliance activities.

Participate in projects, process improvements, and operational initiatives.

Review and coordinate tax compliance for Private Foundations and Charitable Gift Annuities (CGAs).

Coordinate charitable tax returns and Form 990 notice requirements.

Assist with state filing compliance and registration requirements.

Bachelor's degree, or equivalent work experience

Excellent accounting, tax accounting, mathematical, and analytical skills

Proven ability to identify and resolve exceptions and to analyze data

Thorough knowledge of government and regulatory laws and regulations

Thorough knowledge of financial analysis, forecasting, and planning

Effective customer relations, interpersonal, and verbal and written communication skills

Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Bank location three (3) or more days per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Healthcare (medical, dental, vision)

• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Up to 11 paid holiday opportunities
• Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).