Tax Specialist

Description SUMMARY: The Tax Specialist is responsible for providing proactive support for tax information requests

from the organization, clients, and CPAs. Analyzes and verifies data for Form 1099 client reporting.

Assists with the review of trust tax returns through use of the Tax Controls program. As part of the Tax

team, plays a role in the completion of tax deadlines and various monthly and ad-hoc projects requested

by Tax Leadership.

ESSENTIAL FUNCTIONS

? Serves as a tax resource for the organization and outside engaged CPAs.

? Interacts with outsourced managed service provider to ensure 1099 processing is timely and

accurate.

? Analyzes data for tax processing and assists Tax Leadership in reviewing Form 1099 reporting

for clients.

? Provides proactive updates on tax processing status to the Client Centric Team.

? Assists with required minimum distribution (RMD) questions and general tax questions.

? Assists Tax Leadership in reviewing Form 1041 for trusts within expected parameters.

? Supports the Estate Settlement Team in tax return review and tax processing

? Reviews the dissemination of various reporting and tax returns for mailing to clients and filing with

the Internal Revenue Service and/or appropriate taxing authority.

? Engages with the Internal Revenue Service and state taxing authorities as needed.

? Responsible for tracking of legislative changes in tax laws and regulations and communicating

those changes to the Client Centric Team.

? Presents quarterly training to internal client-facing team members and assists in the professional

development of Tax Coordinators.

? Provides support for client gift processing.

Security Responsibilities

? Employees are required to comply with all information and physical security policies and

procedures.

? Recurring training on information and physical security policies will be provided throughout your

period of employment. Participation in these training courses is required.

? Refer to the Personnel Information Security Guide and the Information Security Policy Manual for

further guidance on information security responsibilities and expectations.

Position Specifications

MINIMUM EDUCATION/EXPERIENCE REQUIRED:

? Bachelor's Degree in a related field or equivalent education and experience

? Minimum of two to three years of Trust and Estate Tax experience required

? IRA experience required

? Actively pursuing CPA and/or EA

TALENTS, KNOWLEDGE, SKILLS, ABILITIES:

? Proficiency in Microsoft Office Suite including Word, Outlook, and Excel applications

? Familiarity with trust accounting software and data warehouse highly desired

? Familiarity with OneSource Trust Tax software highly desired

? Exceptional history of proactive customer service

? Excellent written, oral, and interpersonal communication skills

? Effective project management skills

? Ability to present ideas in business-friendly and user-friendly language

? Utilizes proven methods of organization and time management

? Strives for 100% accuracy with the utmost attention to detail

? Thrives in a fast-paced environment

? Highly effective team player

? Ability to identify and drive process improvements Requirements Estate Tax, Estate Tax, Trust tax, Trusts and Estates, Individual Retirement Account (IRA), Microsoft Excel, Thomson Reuters ONESOURCE, Accounting Software Systems, Tax Accounting, Trust accounting

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