Tax Accounting Specialist

2 weeks ago


Goshen, United States Everence Full time
Job Overview

POSITION SUMMARY

The Tax Accounting Specialist is responsible for the preparation of various tax reports for clients and corporate entities, ensuring a proactive approach to managing the tax reporting process.


KEY RESPONSIBILITIES

  1. Document client transactions in the InnoTrust accounting platform, utilizing system workflows as needed.
  2. Conduct daily and monthly reconciliations for multiple bank and internal accounts.
  3. Provide support for settlements, InnoTrust disbursement processing, and additional departmental tasks.
  4. Oversee client tax reporting for Everence Foundation and Everence Trust Company.
  5. Prepare trust tax returns and perform thorough reviews of returns prepared by internal staff and external tax vendors, ensuring compliance and accuracy throughout the year in the OneSource Trust Tax system.
  6. Coordinate the preparation of federal and state corporate tax returns (1120 and 1165) with an external public accounting firm, compiling necessary documentation as requested.
  7. Prepare supporting documents for forms 990 and 990-T for four not-for-profit organizations, working with external public accountants.
  8. Prepare form 5500 for several small employer plans.
  9. Perform additional accounting services as required.

QUALIFICATIONS

Education:

Bachelor's degree in Accounting or Business, or equivalent professional experience.

Experience:

  1. A minimum of one year of accounting experience is required, particularly in tax accounting.
  2. Prior experience in public accounting or within a financial services firm is advantageous.

Skills and Competencies:

  1. Strong attention to detail, accuracy, and organizational skills are essential.
  2. Proficiency in computer accounting systems, queries, and spreadsheet tools is required.
  3. Advanced skills in Microsoft Excel are preferred.
  4. Familiarity with OneSource Trust Tax is beneficial.
  5. Effective communication skills and the ability to work collaboratively as part of a team.
  6. Ability to work independently within a structured timeline.
  7. Commitment to respecting and promoting the mission of Everence.

SUPERVISORY RESPONSIBILITIES: None

SCHEDULE: Full-time


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