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
- 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.
- Analyze tax information, input data, and review return outputs for investment accounts.
- Prepare trust and fiduciary returns, including tax information letters to trust clients, returns for charitable entities, and individual income tax returns.
- Handle e-filing of various tax returns and track filing statuses.
- Provide ongoing tax training to Wealth Advisors, Assistants, and other associates on procedures, coding, etc.
- Deal directly with federal and state taxing authorities to resolve client issues.
- Mentor Tax Specialist Level I.
- Collaborate with Advisors and Middle Office to ensure correct setup of new trusts/estates for tax reporting.
- Ensure timely provision of tax information for accounts with fiscal year-end.
- 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.