Senior Tax Specialist – Trusts & Fiduciaries

Busey Bank; Schaumburg (IL); On-site; USD 65,000 - 75,000; Full time

Job summary

Busey Bank is seeking a Tax Specialist III to coordinate tax reporting for fiduciary, trust, and individual tax returns, mentoring junior staff, and interfacing with Wealth Advisors on complex issues.

The role requires a bachelor's degree in accounting, finance, or economics, CPA or Enrolled Agent designation, and 3–5 years of tax experience. Strong communication and MS Office skills are essential. Base pay ranges with bonus potential.

Qualifications

• Strong oral and written communication skills.
• Federal and state laws and regulations.
• Sophisticated software systems.
• Excellent time and project management skills.

Responsibilities

• 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 entities, and individuals.
• E-file tax returns and track filing status.
• Provide tax training to Wealth Advisors and associates.
• Interact with federal/state tax authorities to resolve issues for clients.
• Mentor Tax Specialist I and II; collaborate with Advisors and Middle Office on new trusts/estates.

Skills

Communication

Tax reporting

Data analysis

Time management

Mentoring

Education

Bachelor's degree

Tools

Microsoft Office

Smartsheet

Job description

Busey Bank is seeking a Tax Specialist III to coordinate tax reporting for fiduciary, trust, and individual tax returns, mentoring junior staff, and interfacing with Wealth Advisors on complex issues.

The role requires a bachelor's degree in accounting, finance, or economics, CPA or Enrolled Agent designation, and 3–5 years of tax experience. Strong communication and MS Office skills are essential. Base pay ranges with bonus potential.