Senior Fiduciary Tax Liaison

Truist Financial Corporation; Wilson (NC); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Vacation days

Sick days

Holidays

Pension plan

Restricted stock units

Deferred compensation

Zusammenfassung

The Senior Fiduciary Tax Liaison - Estate and Charitable at Truist coordinates between estate and charitable administrators and outsourcing partners for all tax compliance and reporting across agency, investment management, custodial, estate and trust accounts.

Responsibilities include reviewing returns, providing fiduciary tax guidance, managing withholding activities, and driving process improvements within the tax function.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Estate tax

Charitable tax

Trust taxation

Information reporting

Withholding administration

Problem solving

Organization

Ausbildung

Bachelor's Degree in Accounting

CPA/EA certification

Tools

OneSource Trust Tax

Jobbeschreibung

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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

• 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

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

Preferred Qualifications:

• Bachelor's Degree in Accounting or related field
• 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