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BofA Securities, Inc.

New York, New York

Colorado Housing And Finance Authority (CHFA)

Denver, Colorado

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Bank of Wisconsin Dells

Wisconsin Dells, Wisconsin

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First & Farmers National Bank, Inc.

Somerset, Kentucky

THE FARMERS BANK

CARMEL, Indiana

Wakefield Co-operative Bank

Wakefield, Massachusetts

PeoplesBank

Longmeadow, Massachusetts

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Calvin B Taylor Banking Co

Berlin, Maryland

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Washington Savings Bank

Dracut, Massachusetts

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The Paducah Bank & Trust Company

Paducah, Kentucky

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East Cambridge Savings Bank

Cambridge, Massachusetts

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First Neighbor Bank

Arthur, Illinois

Southern Michigan Bank and Trust

Coldwater, Michigan

Network for Oregon Affordable Housing

Portland, Oregon

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Lowell Five Bank

Tewksbury, Massachusetts

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Lone Star National Bank

McAllen, Texas

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Lone Star National Bank

McAllen, Texas

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Middlesex Savings Bank

Wayland, Massachusetts

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Independent Bank

Ionia, Michigan

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Independent Bank

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Middlesex Savings Bank

Framingham, Massachusetts

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Independent Bank

North Branch, Michigan

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Saginaw, Michigan

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Tax Specialist I
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


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