Tax Services Senior Analyst Edge Fiduciary Trust Tax Services

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Tax Services Senior Analyst – EDGE – Fiduciary Trust Tax Services
Responsibilities: Performing tax research and preparing written tax advice . Preparing tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estates. Reviewing and interpreting wills and trust documents to determine fiduciary tax reporting requirements confirm beneficiary allocations, and identify matters that may require additional research and review by a subject matter professional such as determination of state tax nexus. Analyzing proper tax treatment of various transactions, learning to identify, review and confirm accuracy in tax reporting. Translating complex data from a range of sources into client-ready insights and deliverables to support informed decision-making concerning required tax reporting. Will support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms. Will be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Collaborate with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving and arrive at recommendations. Support managers, senior managers and PPEDs with reconciling returns, e-filing returns, and validating data in the tax system. Communicate with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting. Support billing and collections for tax compliance and related services and participating in the process of contract renewals and new business pursuits. Communicate complex tax issues to colleagues, clients and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations. Responsible for training less experienced team members on administrative tasks and tasks supporting the tax compliance process.

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