Tax Specialist Team Lead

Busey Bank; Urbana, Village of Richmondville (IL, NY); On-site; USD 60,000 - 100,000; Full time

Job summary

Ein etabliertes Unternehmen sucht einen Tax Specialist Team Lead, der für die tägliche Führung und das Mentoring des Steuerteams verantwortlich ist. In dieser spannenden Rolle koordinieren Sie die Erstellung von Steuererklärungen, interagieren mit Wealth Advisors und sorgen dafür, dass alle steuerlichen Anforderungen fristgerecht erfüllt werden. Sie werden auch dafür verantwortlich sein, Schulungen für Mitarbeiter durchzuführen und die Kommunikation zwischen verschiedenen Abteilungen zu fördern. Wenn Sie über umfangreiche Erfahrung in der Steuererstellung und Führung verfügen, ist dies eine hervorragende Gelegenheit, Ihre Fähigkeiten in einem dynamischen Umfeld einzusetzen.

Qualifications

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

Responsibilities

• Leitung und Mentoring des Steuerteams.
• Vorbereitung von Steuererklärungen und Einhaltung von Vorschriften.
• Schulung von Wealth Advisors und anderen Mitarbeitern.

Skills

Starke Kommunikationsfähigkeiten

Kenntnis der Bundes- und Landessteuergesetze

Zeit- und Projektmanagementfähigkeiten

Analytische Fähigkeiten

Education

Bachelor-Abschluss in Rechnungswesen oder Finanzen

CPA oder Enrolled Agent-Zertifizierung

Tools

Microsoft Office

Steuervorbereitungssoftware

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

1. Meet regularly with Tax Specialists and Fiduciary Tax Team Lead to coordinate efforts and provide feedback.
2. Maintain data on tax preparation volume, fees, costs, and growth for budgeting and team development.
3. Develop and maintain processes to ensure tax reporting documents and payments are prepared and filed in compliance with regulations and client service standards.
4. Assign tax return preparation tasks to Tax Specialists based on their experience levels.
5. Analyze tax information, input data, prepare, and review tax returns for all types.
6. Coordinate with Fiduciary Tax Team Lead to ensure timely provision of tax information for accounts with fiscal year-end.
7. Oversee e-filing of tax returns and track filing statuses.
8. Provide ongoing training on procedures and coding to Wealth Advisors, Assistants, and other staff.
9. Handle communications with federal and state tax authorities to resolve issues for clients.
10. Work with Wealth Advisors and Middle Office staff to ensure proper setup of new trusts and estates for tax reporting.

Education & Experience

• Knowledge of:
  • Strong communication skills (oral and written)
  • Federal and state tax laws and regulations
  • Advanced software systems
  • Excellent time and project management skills

• Ability to:
  • Learn and operate tax preparation software for trusts and personal returns
  • Coordinate communication among Wealth Advisors, the Tax Team, and clients during tax season
  • Prepare complex tax returns and research tax issues
  • Analyze and interpret numerical data
  • Work effectively under interruptions and time pressures
  • Maintain concentration and attention for extended periods
  • Apply advanced technical concepts to solve problems

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