Fiduciary Tax Accountant III

About the role

This position is responsible for providing advanced fiduciary, estate, and transfer tax expertise to Private Bank client teams, focused on delivering exceptional client service and supporting complex estate administration engagements. The role serves as a senior technical resource on estate and fiduciary tax matters, including the preparation and review of federal and state estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and related filings.

Responsibilities

• Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• Reviews and prepares complex federal and state estate tax returns (Form 706), fiduciary income tax returns (1041), and related filings
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams
• Develops and delivers technical or systems-related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax
• Advises on estate settlement and tax planning matters, including post-mortem tax planning opportunities such as portability elections, basis planning, and administration expenses
• Conducts research on complex tax issues and guides the treatment of transactions affecting estates, trusts, and beneficiaries

Requirements

• 10+ years of progressive experience in estate and transfer tax preparation and review
• Experience preparing and reviewing Federal Estate Tax Returns (Form 706), Fiduciary Tax Returns (1041), and related state fiduciary and estate filings

Skills

• Estate and Gift Taxation
• Account Management
• Interpretation of Relevant Laws, Rules, and Regulations
• Policies, Procedures, and Guidelines Management
• Relationship Building
• Client Management
• Issue Management
• Prioritization
• Risk Management
• Tax Administration
• Business Process Analysis
• Client Experience Branding
• Coaching
• Learning Delivery
• Record Keeping

Qualifications

Minimum education requirement: High School Diploma / GED / Secondary School or equivalent.

Schedule

1st shift (United States of America), 40 hours per week.