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Trust Services and Tax Analyst Job Description:
This company is looking for an individual with a general understanding of fiduciary accounting/tax principles to assist in the management of the workflow of the 2022 tax preparation cycle. Responsibilities include communicating with various tax vendors, submitting data, recording and updating records, researching information, mailing K-1/Grantor returns to clients, filing returns with government entities (by paper or electronic filing), tracking the progress of returns, and filing subsequent archived documents.
What you’ll do as the Trust Services and Tax Analyst:
- Act as liaison between Cetera Trust Company and outside tax preparation firms to provide client tax information on time
- Support the management of tax information gathering, analysis, and preparation for fiduciary and individual tax returns
- Coordinate the tracking and resolution of tax questions as they arise throughout the year
- Manage the operational components of the tax season in conjunction with multiple vendors and the trust officers
- Access client and account information using the trust accounting system and its peripheral programs.
What you’ll bring to the Trust Services and Tax Analyst role:
- Positive service attitude with a commitment to constant improvement
- Self-starter with the ability to work in a team-oriented environment
- Excellent verbal and written communication skills
- Ability to work independently, set priorities, and meet deadlines
- Strong organizational skills, attention to detail, and accuracy
- Ability to handle multiple projects with competing priorities in a constantly changing environment
- Proficient in Microsoft Word, Excel, Outlook, and Access, Trust accounting system, Online web services, and other relevant software preferred
- Knowledge of tax (Federal and State Fiduciary Tax) preferred
Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.
Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.
Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.
