Senior Fiduciary Tax Liaison

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation

Job summary

Truist Financial Corporation in Raleigh seeks a Senior Fiduciary Tax Liaison to coordinate between estate and charitable administrators and outsourcing partners for tax compliance and reporting across agency accounts and trusts.

The role emphasizes reviewing returns, guiding fiduciary tax issues, and overseeing withholding activities with a focus on accuracy and regulatory adherence. Strong leadership and analytical skills are required.

Qualifications

• 10+ years of estate tax and/or charitable return preparation experience.
• Experience with trust taxation, information reporting, and withholding administration.
• Ability to work in OneSource Trust Tax.
• Strong problem solving, decision-making, and organizational skills.
• Experience reviewing estate, trust, and charitable tax returns.

Responsibilities

• Review estate, trust, charitable, and related tax returns prepared by external tax providers and resolve tax issues.
• Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients.
• Oversee IRA, NRA, backup, federal, and state withholding activities, including reconciliations, exception resolution, and regulatory reporting.
• Review discrepancy and data analysis reports from trust accounting and tax systems and coordinate corrective action.
• Maintain procedures and controls and support audits, regulatory reviews, and risk management activities.
• Lead process improvement initiatives and special projects as assigned.

Skills

Estate tax

Trust tax

Tax reporting

Problem solving

Organization

Education

Bachelor's degree in Accounting

CPA/EA certification

Tools

OneSource Trust Tax

Job description

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The primary function of the Senior Fiduciary Tax Liaison - Estate and Charitable is to coordinate between estate and charitable administrators and outsourcing partners regarding all aspects of tax compliance and reporting for agency, investment management, custodial, estate and trust accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Review estate, trust, charitable, and related tax returns prepared by external tax providers and resolve tax issues.
• Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients.
• Oversee IRA, NRA, backup, federal, and state withholding activities, including reconciliations, exception resolution, and regulatory reporting.
• Review discrepancy and data analysis reports generated from the trust accounting system and/or tax system and coordinate corrective action.
• Maintain procedures and controls and support audits, regulatory reviews, and risk management activities.
• Lead process improvement initiatives and special projects as assigned.

QUALIFICATIONS

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. 10+ years of estate tax and/or charitable type return preparation experience.

2. Ability to work in OneSource Trust Tax.

3. Experience with trust taxation, information reporting, and withholding administration.

4. Outstanding problem solving and decision-making skills.

5. Strong organizational, multi-tasking and prioritizing skills.

Preferred Qualifications:

1. Bachelor's Degree in Accounting or related field

2. CPA/EA certification

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law. E-Verify. IER Right to Work.