Tax Specialist Team Lead

Busey Bank; Clayton (MO); On-site; USD 60,000 - 100,000; Full time

Job summary

Eine etablierte Bank sucht einen Tax Specialist Team Lead, der das Steuerteam leitet und die Qualität der Steuerberichterstattung sicherstellt. In dieser Schlüsselposition sind Sie verantwortlich für die Vorbereitung komplexer Steuererklärungen und die Schulung von Wealth Advisors. Sie werden eng mit anderen Fachleuten zusammenarbeiten, um sicherzustellen, dass alle steuerlichen Anforderungen erfüllt werden. Diese Rolle bietet die Möglichkeit, in einem dynamischen Umfeld zu arbeiten und Ihre Führungsfähigkeiten weiterzuentwickeln. Wenn Sie eine Leidenschaft für Steuern haben und in einem unterstützenden Team arbeiten möchten, könnte dies die perfekte Gelegenheit für Sie sein.

Qualifications

• 5-10 Jahre Erfahrung in der Steuererstellung.
• 3-5 Jahre Führungserfahrung in einem Steuerteam.

Responsibilities

• Leitung und Mentoring des Steuerteams.
• Vorbereitung von Steuererklärungen und Koordination mit Wealth Advisors.

Skills

Starke Kommunikationsfähigkeiten

Bundes- und Landessteuergesetze

Steuersoftware-Systeme

Zeit- und Projektmanagement

Education

Bachelor-Abschluss in Rechnungswesen oder Finanzen

CPA oder Enrolled Agent Zertifizierung

Tools

Microsoft Office

Smartsheet

Job description

Position Summary

The Tax Specialist Team Lead is responsible for daily leadership and mentoring of the Tax Team while coordinating with the Fiduciary Tax Team Lead. This includes ensuring tax reporting is completed in a timely manner, preparing trust, individual, and charitable tax returns, interacting with Wealth Advisors and Family Office personnel on tax-related matters, and maintaining the tax preparation systems.

Duties & Responsibilities

• Meet regularly with Tax Specialists and Fiduciary Tax Team Lead to coordinate efforts and provide feedback.
• Maintain data on tax preparation volume, fees, costs, and growth for budgeting and team development.
• Develop and maintain processes to ensure tax reporting documents and payments are prepared and filed according to regulations and client service goals.
• Assign tax return preparation tasks to Tax Specialists based on their experience levels.
• Analyze tax information, input data, prepare, and review tax returns.
• Coordinate with Fiduciary Tax Team Lead to ensure timely provision of tax information for accounts with fiscal year-end.
• Oversee e-filing of tax returns and track filing statuses.
• Provide ongoing tax training to Wealth Advisors, Assistants, and associates.
• Handle communications with federal and state taxing authorities to resolve issues.
• Collaborate with Wealth Advisors and Middle Office to set up trusts/estates correctly for tax reporting.

Education & Experience

• Knowledge of:
• Strong communication skills
• Federal and state tax laws and regulations
• Tax software systems
• Time and project management

• Ability to:
• Learn and maintain trust and personal tax software
• Coordinate communication among Wealth Advisors, Tax Team, and clients
• Prepare complex tax returns and research issues
• Analyze numerical data
• Work under time pressures with interruptions
• Maintain concentration for extended periods
• Apply advanced and technical concepts to solve problems

• Education and Training:
• Bachelor's degree in Accounting or Finance
• Knowledge of Microsoft Office; preferred knowledge of Smartsheet
• CPA or Enrolled Agent designation
• 5-10 years of tax preparation experience
• 3-5 years of leadership experience