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Tax Specialist
2 months ago
About the Role
At Greenleaf Trust, we are seeking a highly skilled Tax Specialist to join our team. As a Tax Specialist, you will play a critical role in providing proactive support for tax information requests from our organization, clients, and CPAs.
Key Responsibilities
- Serve as a tax resource for our organization and outside engaged CPAs, providing expert guidance and support on tax-related matters.
- Interact with outsourced managed service providers to ensure timely and accurate 1099 processing.
- Analyze data for tax processing and assist Tax Leadership in reviewing Form 1099 reporting for clients.
- Provide proactive updates on tax processing status to the Client Centric Team.
- Assist with required minimum distribution (RMD) questions and general tax questions.
- Assist Tax Leadership in reviewing Form 1041 for trusts within expected parameters.
- Support the Estate Settlement Team in tax return review and tax processing.
- Review the dissemination of various reporting and tax returns for mailing to clients and filing with the Internal Revenue Service and/or appropriate taxing authority.
- Engage 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.
- Present quarterly training to internal client-facing team members and assist in the professional development of Tax Coordinators.
- Provide support for client gift processing.
Requirements
- 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.
- 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.
DEI Commitment
Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek out opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.
