Address
Form of workFLSA Status: Non - Exempt
Hours: Full-Time, in Kansas City office
Reports To: Assistant Manager, Control Group
OVERVIEW
National Advisors Trust, a nationally chartered, independent, non-depository trust company, was created in 2001 by more than 130 independent advisor firm partners to allow advisors to retain their crucial client relationships, while providing reliable trust administrative services. This not only made trust services more widely available and affordable for clients, but it also gave independent advisors the ability to offer trust services without fear of losing client assets to large banks and trust companies. Today, NAT offers a full suite of services including Trust, Custody, Unique Asset Services, and Private Label Trust Solutions. NATC serves the needs of RIAs, Banks, CPAs, Family Offices and Law Firms.
CULTURE
The culture within NATC is evolving with the rapid growth they are experiencing. With a relatively flat organizational structure, the firm's culture aligns with individuals who have an appetite to ask questions, contribute content, offer new or better solutions, galvanize internal relationships, and serve clients and prospects at the highest levels.
The Tax Associate role within the Control Group is responsible for assisting tax administration. They will foster a positive team environment within and outside of the Control Group. The Tax Associate will collaborate with cross-functional teams to ensure compliance with tax deadlines and identify opportunities for process improvement.
Responsibilities and Duties
- Assist with the facilitation of estimated and tax due payments.
- Researched and resolved 1099, 1099-R, and Trust Tax Return exceptions.
- Service internal and external clients with a sense of urgency, follow-up, and resolution while
- Works closely with trust professionals and centers of influence on tax related matters and solutions.
- updating responses and resolutions in the CRM system.
- Make tax withholding payments for states and IRS.
- Generate tax withholding returns, monthly, quarterly, and annually.
- Run data reports from the core accounting system for various tax deliverables.
- Assist with mass annual FMV and RMD mailings.
- Ensure procedures are current and followed.
- Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.
- Other duties and projects as assigned.
Customer Focus:knowing the (internal and external) customer business needs and acting accordingly, anticipating customer needs, and giving high priority to customer satisfaction and customer service.
Accountability: accepting responsibility that results in anticipation/prevention of problem areas from actions, and problem solving inside and outside the department/organization.
Decision-making: drawing correct and realistic conclusions and making timely decisions based on available information.
Continuous Learning: Actively and continuously gaining insight of strengths and weaknesses in order to identify the relevant areas that need further development (with regard to skills and knowledge) and acting upon it.
Interpersonal: performing well when faced with pressure due to time restrictions, workload, adversity, disappointment, or opposition.
Adaptability: maintaining effectiveness in reaching set goals by adapting to changed circumstances, tasks, responsibilities, and people.
Computer literacy: using computers effectively and efficiently in the working environment.
Problem solving:having the ability to identify problems and issues of varying complexity and find effective solutions with few guidelines.
Qualifications
- Associate in accounting or business administration or equivalent work experience
- 1-2 years of experience in the financial services industry, preferably financial services
- Experience with AddVantage, Fidelity, Schwab, and UMB platforms is preferred.
- Highly motivated self-starter capable of working in a team environment.
- Possess effective oral, written, and people skills.
- Possesses tenacious drive and persistence in getting things done.
- Proficient in Microsoft Office Applications: Intermediate (Word, Excel, Outlook, PowerPoint)
- Experience with mail mergers in Word
- Must be able to remain in a stationary position for prolonged periods of time.
- Constantly operate a computer and phone during the workday.
- Occasionally, it requires lifting objects that are twenty pounds to a height of 3-4 feet.
Work Environment:Professional, business setting
Benefits: National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizationalgrowth.
This job description is subject to change at any time.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
