Senior Fiduciary Tax Liaison

Regular, full-time position. Fluency in English required. 1st shift (United States of America).

About the role

The Senior Fiduciary Tax Liaison – Estate and Charitable coordinates between estate and charitable administrators and outsourcing partners regarding all aspects of tax compliance and reporting for agency, investment management, custodial, estate, and trust accounts.

Responsibilities

• Review estate, trust, charitable, and related tax returns prepared by external tax providers and resolve tax issues.
• Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients.
• Oversee IRA, NRA, backup, federal, and state withholding activities, including reconciliations, exception resolution, and regulatory reporting.
• Review discrepancy and data analysis reports generated from the trust accounting system and/or tax system and coordinate corrective action.
• Maintain procedures and controls and support audits, regulatory reviews, and risk management activities.
• Lead process improvement initiatives and special projects as assigned.

Requirements

• 10+ years of estate tax and/or charitable type return preparation experience.
• Ability to work in OneSource Trust Tax.
• Experience with trust taxation, information reporting, and withholding administration.
• Outstanding problem solving and decision-making skills.
• Strong organizational, multi-tasking, and prioritizing skills.

Qualifications

• Bachelor’s Degree in Accounting or related field (preferred).
• CPA/EA certification (preferred).

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers:

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• Accidental death and dismemberment insurance.
• Tax-preferred savings accounts.
• 401k plan.
• No less than 10 days of vacation (prorated based on date of hire and full-time or part-time status) during the first year of employment, along with 10 sick days (also prorated) and paid holidays.
• Depending on the position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.