Supervisor, Trust Tax

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The Supervisor, Trust Tax provides timely and accurate tax services for Trust and Asset Management through supervising tax filing requirements, and being a tax law and accounting resource. Generally, works with highly complex fiduciary accounts and provides technical assistance to less experienced staff.

• Prepares, supervises preparation, and reviews complex tax returns and other filing requirements.
• Reviews income and expense postings for accuracy and determines their proper tax character.
• Reallocates mutual fund income among the various types of taxable and nontaxable income.
• Supervises calculation of quarterly estimated tax payments for all fiduciary accounts. Reviews and prepares tax return extension forms.
• Reviews and responds to IRS notices and correspondences in a timely manner and ensures a resolution of the issue.
• Reviews and interprets relevant tax laws. Researches and reviews research of Trust, estate and nonprofit tax law issues, applying research results, and writing tax memoranda.
• Recognizes tax related issues on all personal Trust accounts.
• Properly addresses special issues of deceased individuals and reviews preparation of date of death valuation reports for basis step-up.
• Maps data from the Trust accounting system to the Trust tax preparation system.
• Uses knowledge of Trust accounting and tax systems to ensure proper account coding.
• Provides advice and guidance to relationship managers and administrators on personal Trust accounts.
• Uses understanding of Trust tax and Financial Accounting rules to perform financial analysis and solve accounting problems as needed.

Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems.

• Bachelor's Degree preferably in Business, Finance, or Accounting.
• 5+ years of tax accounting experience required preferably in Trust Administration or related field. 7+ years of related experience preferred.
• An equivalent combination of education, experience and training may be considered.
• Licensed Certified Public Accountant Preferred.
• Thorough understanding of Trust Tax and Financial Accounting Rules as well as the ability to apply these principles in order to perform financial analyses and to solve accounting problems required.
• Must have advanced and current knowledge of federal tax laws, regulations and advisories.
• Advanced knowledge of Trust products and administration.

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to operate related equipment to perform the essential job functions.
• Ability to read and interpret a document if required to perform the essential job functions.
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.