Tax Specialist

Busey Bank; Town of Texas, San Francisco (WI, CA); On-site; USD 58,000 - 70,000; Full time

Job summary

An established industry player is seeking a Tax Specialist II to handle various aspects of tax reporting and preparation. This role involves preparing trust, individual, and charitable tax returns while collaborating with Wealth Advisors and clients. The ideal candidate will possess strong communication skills and a solid understanding of federal and state tax laws. You will also have the opportunity to mentor junior staff and conduct tax research. This position offers a competitive salary and a comprehensive benefits package, making it an exciting opportunity for growth and development in a supportive environment.

Benefits

401(k) match

Profit sharing

Stock purchase plan

Paid time off

Health insurance

Life insurance

Disability coverage

Wellness incentives

Qualifications

• Knowledge of federal and state tax laws and regulations.
• Ability to efficiently use tax software and analyze data.

Responsibilities

• Prepare trust and fiduciary tax returns and handle e-filing.
• Mentor Tax Specialist Level I and provide ongoing tax training.

Skills

Tax Preparation

Data Analysis

Communication Skills

Problem Solving

Education

Bachelor's degree in Accounting

CPA or Enrolled Agent designation

Tools

Microsoft Office

Smartsheet

Job description

Position Summary

The Tax Specialist II is responsible for coordinating various aspects of tax reporting, preparing trust, individual, and charitable tax returns, interacting with Wealth Advisors and clients on tax-related matters, and maintaining the tax preparation systems.

Duties & Responsibilities

1. Assist in coordinating all aspects of quarterly estimated tax payments and year-end taxes for fiduciary accounts, including reviewing payments and communicating with Wealth Advisors.
2. Analyze tax information, input data, and review return outputs for investment accounts.
3. Prepare trust and fiduciary returns, including tax information letters to trust clients, returns for charitable entities, and individual income tax returns.
4. Handle e-filing of various tax returns and track filing statuses.
5. Provide ongoing tax training to Wealth Advisors, Assistants, and other associates on procedures, coding, etc.
6. Deal directly with federal and state taxing authorities to resolve client issues.
7. Mentor Tax Specialist Level I.
8. Collaborate with Advisors and Middle Office to ensure correct setup of new trusts/estates for tax reporting.
9. Ensure timely provision of tax information for accounts with fiscal year-end.
10. Conduct tax research as needed.

Education & Experience

• Knowledge of federal and state laws and regulations, sophisticated software systems, and excellent communication skills.
• Ability to learn and efficiently use tax software, coordinate communication between teams and clients, prepare complex returns, analyze data, and solve problems.
• Bachelor's degree in Accounting, Finance, or Economics required; Tax preparation experience or accounting background preferred.
• Proficiency in Microsoft Office; knowledge of Smartsheet preferred.
• CPA or Enrolled Agent designation required.

Compensation and Benefits

Salary ranges from $58,000 to $70,000 annually, based on experience and qualifications. The role may include bonuses or incentives. Busey offers a comprehensive benefits package including 401(k) match, profit sharing, stock purchase plan, paid time off, health insurance, life insurance, disability coverage, wellness incentives, and more. Visit Busey Total Rewards for details.

Equal Opportunity

Busey values diversity and is an Equal Opportunity Employer, including Disability/Vets. Learn more at Busey.com/Careers.

Unsolicited Resumes

Busey does not accept fees for resumes from recruiters without a written agreement. Unsolicited resumes may be considered without obligation. Please do not contact associates directly without an agreement.