Description

• Reports to the National Tax Practice (NTP) Executive. Assists the NTP Executive and works closely with the other NTP Specialist on : establishing tax policies for the trust company;
• resolving technical tax issues for business partners; providing tax guidance on client related issues; monitoring and reviewing new tax legislation and regulatory developments;

and completing special projects relating to Tax Practice initiatives. Participation in various Fiduciary Tax Services Committees and work teams.

Perform tax research and provide updates to the National Executive.

Key Qualifications :

• perform detailed tax research
• identify and review legislative / regulatory developments
• provide informal tax advice
• strong written and verbal skills
• team player
• assist and manage special projects
• resolve technical tax issues
• interface with fiduciary tax services, office of chief fiduciary, legal, tax vendors, and account officers

Desired Qualifications :

• Masters in Tax or equivalent experience preferred.
• CPA or JD a plus.
• Public Accounting or Banking experience preferred.

Skills :

• Attention to Detail
• Issue Management
• Policies, Procedures, and Guidelines Management
• Advisory
• Collaboration
• Critical Thinking
• Risk Management
• Interpret Relevant Laws, Rules, and Regulations
• Learning Delivery
• Research
• Written Communications

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

Shift :

1st shift (United States of America)

Hours Per Week :

Last updated : 2024-06-09