Tax Specialist III
4 days ago
The Tax Specialist III is a key member of our team, responsible for coordinating various aspects of tax reporting, preparing trust, individual, and charitable tax returns, and interacting with Wealth Advisors on tax-related matters. This role will act as a mentor and subject matter expert for Tax Specialists I and II, reporting to the Tax and Financial Planning Team Lead.
Key Responsibilities- Coordinate all aspects of quarterly estimated tax payments and year-end taxes due for Fiduciary accounts, including review of payments prior to submission and communication with Wealth Advisors.
- Analyze tax information, input data, and review return output to ensure accuracy and compliance.
- Ensure timely provision of tax information for accounts with fiscal year-end.
- Prepare tax returns for trust and fiduciary accounts, including tax information letters sent to trust clients, returns for charitable entities, and individual income tax returns.
- E-file various tax returns and track filing status.
- Provide ongoing tax training to Wealth Advisors, Assistants, and other associates.
- Deal directly with federal and state taxing authorities to resolve issues on behalf of clients.
- Assist in mentoring Tax Specialists I and II.
- Work with Advisors and Middle Office to ensure new trusts/estates are set up correctly for tax reporting.
- Strong oral and written communication skills.
- Knowledge of federal and state laws and regulations.
- Sophisticated software systems.
- Excellent time and project management skills.
- Knowledge of Microsoft Office.
- Preferred knowledge of Smartsheet.
- CPA or Enrolled Agent designation.
- 3-5 years' experience in prior tax preparation or accounting.
Busey values a diverse and inclusive workplace and strives to recruit, develop, and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit https://www.busey.com/careers/equal-opportunity-employment to learn more about Busey's Equal Opportunity Employment.
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