Tax Accountant

We are seeking a detail-oriented and experienced Trust Tax Accountant to join our team. The Trust Tax Accountant will be responsible for ensuring compliance with federal, state, and local tax laws pertaining to trust accounts, estates, exempt organizations, and individual tax returns. This role requires a thorough understanding of tax regulations, strong analytical skills, and the ability to collaborate effectively with internal stakeholders and external partners.

Key Responsibilities:

• Prepare and review federal, state, and local tax returns for trust accounts, estates, exempt organizations, and individuals, including gift tax and generation skipping transfer tax returns.
• Conduct thorough reviews of account transactions to ensure accurate tax code assignments and account coding.
• Collaborate with clients, wealth advisors, portfolio managers, and other tax department staff to address tax-related inquiries and resolve complex tax issues.
• Stay updated on changes in tax laws and regulations and assess their implications on assigned accounts.
• Facilitate W8/W9 reviews for completeness and provide necessary support for tax preparers.
• Handle remittance processing and respond to notices from federal, state, and local taxing authorities.
• Assist in training and professional development of junior staff members.
• Uphold the mission, values, and standards of [Company Name] in all interactions and activities.

Qualifications:

• Bachelor's degree in accounting, finance, or a related field. Advanced degree or professional certification (EA, CPA, or JD) preferred.
• Minimum of 4 years of experience in trust tax preparation or a similar role.
• Proficiency in tax preparation software and Microsoft Office Suite.
• Strong understanding of federal, state, and local tax laws and regulations.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.