Senior Tax Specialist: Trusts & Fiduciaries Mentor

Busey Bank; Naperville (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 trust, individual, and charitable returns. You will interact with Wealth Advisors, mentor junior staff, and ensure timely e-filing across multiple entity types.

The role requires CPA/EA designation and 3–5 years of tax experience, with strong communication and project management skills. Base pay ranges with comprehensive benefits in Illinois.

Qualifications

• Bachelor's degree in Accounting, Finance, or Economics.
• CPA or Enrolled Agent designation required.
• 3–5 years' experience in tax preparation or accounting.
• Microsoft Office knowledge; Smartsheet preferred.

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, and individual taxes.
• E-file returns and track filing status; communicate with Wealth Advisors.
• Mentor Tax Specialist I and II; provide ongoing training to staff.

Skills

Communication skills

Tax knowledge

Project management

Analytical reasoning

Education

Bachelor's degree in Accounting/Finance/Economics

CPA or Enrolled Agent designation

Tools

Microsoft Office

Smartsheet

Job description

Busey Bank is seeking a Tax Specialist III to coordinate tax reporting for trust, individual, and charitable returns. You will interact with Wealth Advisors, mentor junior staff, and ensure timely e-filing across multiple entity types.

The role requires CPA/EA designation and 3–5 years of tax experience, with strong communication and project management skills. Base pay ranges with comprehensive benefits in Illinois.