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GENERAL FUNCTION:

The primary role of the Private Bank Tax Services Accountant is fiduciary tax compliance. The individual will work under general supervision with internal and external clients including trust administrators, co-trustees, officers,andbeneficiaries to prepare all necessary tax authority filing requirements for assigned accounts.


In conjunction with the fiduciary returns (Forms 1099, 1041 and 5227), the individual with prepare other ancillary client returns including Charitable Entity returns (Forms 990 & 990PF), Individual returns (Forms 1040) and gift tax returns (Forms 709).


Serve as tax support to trust officers and assistants in the Investment Advisors division to meet the information needs required to provide and excellent customer experience ...