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Tax Specialist III
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- The Tax Specialist III is responsible for coordinating various aspects of tax reporting, the preparation of trust, individual and charitable tax returns, interacting with Wealth Advisors on tax related matters, and for the maintenance of the tax preparation systems.
- Assist in the Coordination of all aspects of quarterly estimated tax payments and year end taxes due for Fiduciary accounts; this includes review of payments prior to submitting them and communication with Wealth Advisors.
- Responsible for tax preparation of trust and fiduciary returns, including tax information letters sent to trust clients, returns for charitable entities, and individual income tax returns.
- Assist in mentoring of Tax Specialist's I and II
- Work with Advisors and Middle Office to ensure new trusts/estates are set up correctly for tax reporting.
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