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Tax Services Experienced Senior – Fiduciary Trust Tax Services:

Your Key Responsibilities 

You’re likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines.  You will serve as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance to help clients understand risks and potential needs for additional tax advisory or compliance services.   

Responsibilities  

Manage Analysts, Senior Analysts and Assistant Managers in performance of tax compliance services, and review and confirm accuracy in tax reporting Communicate complex tax issues to colleagues, clients and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations Oversee multiple tax engagements of various sizes, including coordinating production and delivery of all tax deliverables, managing people and resources, implementing new processes and procedures, and managing engagement economics throughout the year Serve as a trusted advisor and role model across multiple teams  Identify service enhancements that will improve tax deliverables and engagement economics via improved accuracy of bridged data, educating engagement team members to provide for increased knowledge of clients’ trust accounting systems to provide for more insightful client communication and guidance, making sure the team is using the ONESOURCE™ Trust Tax software to its full functional capabilities, implementing leading practices, enhancing team members’ communication skills for continued growth and improved service delivery, helping team members to identify gaps that need analysis and review, and making sure team members understand the difference between routine and non-routine service deliverables that maybe out of scope in nature Recommending proper tax treatment of various transactions, learning to identify, review and confirm accuracy in tax reporting   Translating complex data from a range of sources into client-ready insights and deliverables to support informed decision-making concerning required tax reporting  Production of tax deliverables in a fast paced high volume environment  Reviewing of foreign tax treaties and foreign tax credits Experience preparing or advising on domestic income and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1041, 1065, 1120-F, 3520, 3520A) Preparation and review of  Foreign non grantor trust  beneficiary statements  (preferred, but not required) Support the team on other ad-hoc tasks and projects that may come up.

You will support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms.  You’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.  

 

Skills and attributes for Success 

Experience with ONESOURCE™ Trust Tax software Ability to identify, deploy and allocate resources as needed to fill gaps in service delivery in a high-volume, fast-paced working environment Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution  Manage internal and external client relationships and professional network to support client retention and new business development Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics

 

To qualify for the role you must have 

Bachelor’s degree in accounting, Finance, Business Administration, Tax, Law, or Economics CPA or EA certification or membership in The Bar Minimum 5 years of experience in a professional services or tax services organization, 2 years of experience with fiduciary tax law concepts and with preparing US federal and state fiduciary tax returns Proficient in computer software applications, including Microsoft Word, Excel and PowerPoint, trust accounting systems and tax software applications, including ONESOURCE™ Trust Tax Thorough knowledge of fiduciary and/or income tax law and concepts required to prepare US federal and state tax information statements and tax returns Proficient in reading and interpreting trust agreements Work effectively both independently and as team leader Knowledge of and interest in taxation, trusts and estates, wealth planning and fiduciary income taxation Excellent client interaction skills Strong verbal and written communication skills Good technical experience in fiduciary accounting matters Experience managing people and projects

 

Ideally, you’ll also have 

​​Strong analytical skills and attention to detail The ability to adapt your work style to work with both internal and client team members

 

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