Senior Tax Specialist – Trusts & Fiduciaries

Busey Bank; Phoenix (AZ); Presencial; USD 65.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical/dental/vision insurance

Descripción de la vacante

Busey Bank in Phoenix, AZ is seeking a Tax Specialist III to coordinate tax reporting for fiduciary accounts and prepare trust, gift, and individual returns. You will mentor junior staff and collaborate with Wealth Advisors and the Tax Team during tax season.

Requires a Bachelor's in Accounting/Finance/Economics, CPA or EA, 3–5 years of tax experience, strong communication, and proficiency in Microsoft Office; Smartsheet preferred. Base pay $65k-$75k with a competitive benefits package.

Formación

• Bachelor's degree in Accounting, Finance, or Economics.
• CPA or Enrolled Agent designation required.
• 3-5 years' exp. in prior tax preparation or accounting.
• Requires knowledge of Microsoft Office.
• Preferred knowledge of Smartsheet.

Responsabilidades

• Coordinate quarterly estimated tax payments and year-end taxes for fiduciary accounts.
• Analyze tax information, input data, and review return output.
• Prepare tax returns for trust, fiduciary, charitable and individual taxes.
• E-file of tax returns and track filing status.
• Provide ongoing tax training to Wealth Advisors, Assistants and other associates.
• Mentor Tax Specialist I and II.

Conocimientos

Communication skills

Tax laws knowledge

Software systems proficiency

Time management

Mentoring

Educación

Bachelor's degree in Accounting, Finance, or Economics

CPA or Enrolled Agent designation

Herramientas

Smartsheet

Microsoft Office

Descripción del empleo

Busey Bank in Phoenix, AZ is seeking a Tax Specialist III to coordinate tax reporting for fiduciary accounts and prepare trust, gift, and individual returns. You will mentor junior staff and collaborate with Wealth Advisors and the Tax Team during tax season.

Requires a Bachelor's in Accounting/Finance/Economics, CPA or EA, 3–5 years of tax experience, strong communication, and proficiency in Microsoft Office; Smartsheet preferred. Base pay $65k-$75k with a competitive benefits package.