Senior Fiduciary Wealth Tax Specialist

13 hours ago


Buffalo, New York, United States M&T Bank Full time
Job Summary

We are seeking a highly skilled and experienced Senior Fiduciary Wealth Tax Specialist to join our team at M&T Bank. As a key member of our Fiduciary Tax area, you will play a critical role in supporting the resolution of complex tax technical client issues and managing tax remediation and efficiency projects.

Key Responsibilities
  • Technical Expertise: Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training to expand job-related knowledge.
  • Leadership and Guidance: Provide guidance and training to less experienced personnel and contribute to the overall management of the department.
  • Client Support: Participate in client meetings and sales pitches, and support the review of externally prepared tax returns to ensure appropriate oversight of external vendor preparation.
  • Tax Remediation: Support remediation and efficiency projects, such as GST review, state Nexus analysis, charitable trust processing, payment workflows, etc.
  • Risk Management: Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite.
Requirements
  • Education: Bachelor's degree and a minimum of 7 years' experience preparing income tax returns, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience preparing income tax returns.
  • Experience: Minimum of 2 years' managerial and/or work leadership experience, good understanding of pertinent word processing and spreadsheet software, and good communication skills.
Preferred Qualifications
  • Education: Bachelor's degree in Accounting/Finance/Economics.
  • Experience: Minimum of 10 years' experience preparing trust income tax returns, CPA (Certified Public Accountant)/MST/JD/LLM, and experience with pertinent tax-related systems and software.
Compensation and Benefits

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $115, $192,839.55 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

M&T Bank is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.



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