Role OverviewThis job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for accounts, utilizing product knowledge to address client needs, and conducting research to resolve tax issues while advising on the treatment of transactions and technical matters.
What You Will Do
Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards, reviews and prepares complex federal and state individual income tax returns and gift tax returns, and acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams.
Why It Might Be a Fit
We value the unique perspectives individuals bring from all backgrounds and career paths, and this role requires skills such as Account Management, Attention to Detail, and Interpret Relevant Laws, Rules, and Regulations.
Requirements
- High School Diploma / GED / Secondary School or equivalent
- Account Management
- Attention to Detail
- Interpret Relevant Laws, Rules, and Regulations
- Policies, Procedures, and Guidelines Management
- Relationship Building
- Client Management
- Issue Management
- Prioritization
- Risk Management
- Tax Administration
- Business Process Analysis
- Client Experience Branding
- Coaching
- Learning Delivery
- Record Keeping
Benefits
- industry-leading benefits
- paid time off
- resources and support
- discretionary incentive
- annual discretionary award
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