Senior Trust Tax Accountant - Complex Trusts & Estates

Fifth Third; Grand Rapids (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

Fifth Third Bank in Grand Rapids, Michigan seeks a Wealth & Asset Management Senior Trust Tax Accountant II to manage fiduciary tax compliance for a broad and complex client base. You will prepare a wide range of fiduciary and related tax returns and support the review process with a high level of accuracy.

You will interact with Trust Officers, Co-trustees, owners, grantors and beneficiaries to ensure compliant filings while meeting deadlines and maintaining best-in-class customer service.

Qualifications

• Bachelor’s Degree in Accounting or Finance.
• 7–10 years’ experience in tax or accounting.
• CPA, EA or MBA preferred.
• Advanced working knowledge of accounting and tax matters.
• Strong Excel and tax software skills.

Responsibilities

• Prepare fiduciary income tax returns (Forms 1041, 1099, 5227) and related work papers.
• Review tax returns for complex accounts with minimal supervision.
• Assist in the tax return review process and serve as a subject matter expert on tax topics.
• Advise Portfolio Managers and Trust Officers on tax implications of investments.
• Ensure timely production toward goals and regulatory deadlines.
• Provide feedback to team and mentor junior staff.

Skills

Analytical skills

Verbal & written communication

Teamwork

Microsoft Office

Tax software proficiency

Education

Bachelor's Degree in Accounting or Finance

CPA, EA or MBA preferred

Tools

Tax preparation software

IRS e-file systems

Job description

Fifth Third Bank in Grand Rapids, Michigan seeks a Wealth & Asset Management Senior Trust Tax Accountant II to manage fiduciary tax compliance for a broad and complex client base. You will prepare a wide range of fiduciary and related tax returns and support the review process with a high level of accuracy.

You will interact with Trust Officers, Co-trustees, owners, grantors and beneficiaries to ensure compliant filings while meeting deadlines and maintaining best-in-class customer service.