Career Center

WHAT YOU'LL DO The Tax Specialist is responsible for coordinating various aspects of tax reporting, the preparation of trust, individual and charitable tax returns, interacting with Wealth Advisors and clients on tax related matters, and for the maintenance of the tax preparation systems. WHAT YOU'LL BRING Duties: Coordinate all aspects of quarterly estimated tax payments and year end taxes due for Fiduciary accounts; this includes review of payments prior to submitting them and communication with Wealth Advisors. Analyze tax information, input data, and review return output for investment accounts. Responsible for tax preparation of individual income tax returns. Learn and efficiently use