Director Trust and Estate Tax

Responsibilities

• Provides strategic leadership and oversight to the department in order to enhance advisory capabilities.
• Educates associates to leverage identified tax and estate planning opportunities embedded in client situations.
• Provides training and guidance on tax, estate, and financial planning issues that enable associates to create appropriate recommendations for client action.
• Proactively develops and delivers thought leadership articles, marketing material and presentations.
• Leads internal tax consultation delivery to relationship management teams addressing tax implications of account dynamics and proposed planning techniques.
• Manages the preparation of tax or information returns for Wealth clients to ensure accuracy, efficiency, and compliance with all applicable regulations.
• Establishes and monitors expectations to achieve group goals.
• Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives.
• Maximizes department achievements by providing professional development.
• Mitigates fiduciary risks to the Bank by reviewing certain processes and account types for adherence to Tax Regulations, Trust Regulations and internal Policies and Procedures.

Qualifications

• Bachelor's Degree and 10 years of experience in Trust, Probate, or Tax
• High School Diploma or GED and 14 years of experience in Trust, Probate, or Tax
• PREFERRED: Certified Public Accountant (CPA) or Juris Doctor (JD)

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.