Position Description:Under direct supervision, responsible for assisting in the maintenance of tax records and the preparation of all or specifically assigned tax returns and related reports.Tax AnalystThis position leads or assists with key client engagements from bank/wealth management organizations contracted with the Trust segment within Small Firm Services to provide overall fiduciary tax functions. This includes:1) Production and filing of all wealth management related tax returns2) Leading or assisting with client experiences and all communications and3) Leading and overseeing client engagement to ensure service standards are met and client expectations are exceeded all while the business segment continues to grow.ESSENTIAL DUTIES AND RESPONSIBILITIES
Assists Trust Tax Outsourcing Manager with day-to-day activities to ensure: 1) generation and filing of returns during tax season 2) review of transactions during off season and 3) meeting/exceeding client expectations
Monitors quality control of assigned accounts for accurate tax preparation
Answering client tax related questions pertaining to the tax information prepared by this team
Provide various reports to client as needed
Communicating with clients during year on deadlines and deliverables
Assist with establishing processes for servicing customers
Meet all compliance deadlines with IRS and State agencies for assigned accounts and assist in monitoring information for other tax preparers
Recommend and participate in training plans for new and existing employees on tax law changes, internal procedures, and new system enhancements
Collaborate with various internal departments such as Product Management, Support and Service, Development, Marketing, and Sales as needed
Mentoring and coaching team members on our services and the attention needed to our clients
Handle multiple engagements and responsibilities at the same time making sure each client receives the same level of service
OTHER DUTIES:
Acts as an active participant in team meetings and client discussions
Other duties as assigned by Trust Tax Outsourcing Manager
JOB QUALIFICATIONS:
Education: Bachelor’s degree in accounting or related field a plus
Experience: Excellent oral, written and presentation skills
2+ years’ experience preparing and/or reviewing trust tax returns such as 1041and state related forms, and Agency/Custodial 1099s a plus
Extensive usage of trust tax related software to generate returns in a high production environment a plus
Ability to interact with internal & external clients, assess business challenges and collaboratively define solutions to address key issues
Self-motivated individual who can work with limited direction, while keeping key stakeholders apprised of project status
Strong attention to detail and ability to spot inconsistencies in large amounts of data being reviewed
Strong PC and business software application skills, including Microsoft office suite – excel
Ability to mentor and assist other team members with questions and/or best practices
Ability to work effectively in a fast-paced, fluid environment handling multiple tasks and projects concurrently while implementing best practices and focusing on attention to detail
Paramount communication skills
Other Knowledge, Skills, Abilities or Certifications: Enrolled Agent, CPA a plus.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
