BTS_FTTS_Assistant Manager

Tax Services Senior Analyst 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 include

• Preparing tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estates
• Performing tax research and preparing written tax advice
• Reviewing and interpreting wills and trust documents to determine fiduciary tax reporting requirements confirm beneficiary allocations and identify matters that may require additional research and review by a subject matter professional such as determination of state tax nexus.
• Analyzing 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

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. Youll 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

• Collaborate with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving and arrive at recommendations
• Support managers, senior managers, and PPEDs with reconciling returns, e-filing returns, and validating data in the tax system
• Communicate 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
• Support billing and collections for tax compliance and related services and participating in the process of contract renewals and new business pursuits
• 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
• Responsible for training less experienced team members on administrative tasks and tasks supporting the tax compliance process

To qualify for the role, you must have

• Masters & bachelors degree or equivalent experience (Accounting, Business, Finance, or equivalent degree preferred)
• Minimum 3-5 years of experience in a professional services or tax services organization and preparing federal and state fiduciary income tax returns
• Proficient in computer software applications, including Microsoft Word, Excel and PowerPoint, knowledge of trust accounting systems and tax software applications, including ONESOURCE Trust Tax
• Experience preparing income tax returns with complex pass-through investments, reading and interpreting trust agreements
• Ability to work effectively both independently and with a team, assist with a variety of projects of varying degrees of complexity
• Knowledge of taxation, trusts and estates, wealth planning, and fiduciary income taxation
• Demonstrated technical expertise in fiduciary accounting matters
• Build effective relationships with our clients, understand their unique needs to provide tailored services. Manage workflow effectively to comply with clients needs and expectations and complete special projects
• Excellent organizational and verbal/written communication skills

Ideally, youll also have

• CPA or EA certification or membership in The Bar desired, but not required
• Thorough knowledge of tax compliance, information reporting rules, fiduciary and/or income tax law, and concepts required to prepare US federal and state tax information statements and tax returns
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

What we look for

Were interested in tax professionals with a genuine interest in providing outstanding services to some of the worlds most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, youll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.