Senior Tax Specialist - Trusts & Fiduciaries Mentor

Busey Bank; St. Louis (MO); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical insurance

Dental insurance

Vision insurance

Life insurance and long-term disaiblty

Job summary

Busey Bank is seeking a Tax Specialist III in St. Louis, MO to coordinate tax reporting and prepare trust, fiduciary, charitable, and individual tax returns. You will mentor junior staff and collaborate with Wealth Advisors and the Tax Team on complex issues.

Responsibilities include e-filing, training colleagues, and ensuring timely tax information delivery for fiduciary accounts. CPA or EA designation is required, with 3–5 years of relevant experience.

Qualifications

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

Responsibilities

• Coordinate quarterly estimated tax payments and year-end taxes for fiduciary accounts and communicate with Wealth Advisors.
• Analyze tax information, input data, and review return output.
• Ensure tax information for accounts with fiscal year end is provided in a timely manner.
• Prepare tax returns for trust, fiduciary, charitable, and individual income tax returns.
• E-file various tax returns and track filing status.
• Provide ongoing tax training to Wealth Advisors and other associates.
• Deal with federal and state tax authorities to resolve issues for clients.
• Mentor Tax Specialist I and II.
• Work with Advisors and Middle Office to set up new trusts/estates for tax reporting.

Skills

Strong oral and written communication

Federal and state laws and regulations

Sophisticated software systems

Excellent time and project management

Education

Bachelor’s degree in Accounting, Finance, or Economics

Microsoft Office knowledge

CPA or Enrolled Agent designation

3–5 years tax/ accounting experience

Tools

Microsoft Office

Smartsheet

Job description

Busey Bank is seeking a Tax Specialist III in St. Louis, MO to coordinate tax reporting and prepare trust, fiduciary, charitable, and individual tax returns. You will mentor junior staff and collaborate with Wealth Advisors and the Tax Team on complex issues.

Responsibilities include e-filing, training colleagues, and ensuring timely tax information delivery for fiduciary accounts. CPA or EA designation is required, with 3–5 years of relevant experience.