Tax Specialist II

3 days ago


Urbana, Illinois, United States BankTalent HQ Full time
Job Summary

The Tax Specialist II 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 and clients on tax-related matters.

Key Responsibilities
  • Assist in the coordination of 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 for investment accounts.
  • 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.
  • Responsible for e-filing of various tax returns and tracking of filing status.
  • Work with the Tax Team to provide ongoing tax training (procedures, coding, etc.) 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 of Tax Specialist Level I.
  • Work with Advisors and Middle Office to ensure new trusts/estates are set up correctly for tax reporting.
  • Ensure tax information for accounts with fiscal year-end is provided in a timely manner.
Requirements
  • Strong oral and written communication skills.
  • Federal and state laws and regulations.
  • Sophisticated software systems.
  • Excellent time and project management skills.
Education and Training
  • Requires Bachelor's Associate degree in Accounting, Finance, or Economics.
  • Tax preparation experience or accounting background preferred.
  • Requires knowledge of Microsoft Office.
  • Preferred knowledge of Smartsheet.
  • CPA or Enrolled Agent designation required.

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/ to learn more about Busey's Equal Opportunity Employment.


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