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 the tax preparation software used for tax reporting documents and personal tax returns.
• Assist with coordination of communication and documents between Wealth Advisors, Tax Team, and clients.
• Responsible for e-filing of various tax returns and the tracking of the filing status.
• Administrative duties such as taking tax preparation fees, mailings to tax clients, etc.
• Preparation of year-end tax reporting for household employees - W-2, W-3. Schedule H, IDES, etc.

Knowledge of:

• Strong oral and written communication skills
• Federal and state laws and regulations
• Sophisticated software systems
• Excellent time and project management skills

Ability to:

• Analyze and interpret numerical data
• Perform duties with frequent interruptions and time pressures
• Maintain mental concentration and visual attention for extended periods of time
• Analyze and solve problems based on a broad knowledge of many factors and where advanced and technical concepts must be applied

WHY IT MATTERS

The tax world is complex and ever changing. We are not like a standard firm. We incorporate tax planning for individuals, stay on top of tax law, prepare various tax reporting forms and tax returns for individuals, trusts and estates. We work directly with clients and Wealth Advisors to ensure best tax outcomes for all.

EDUCATION, TRAINING & STANDARDS OF PERFORMANCE

• Requires Associates degree in Accounting.
• Tax preparation experience or accounting background preferred.
• Requires knowledge of Microsoft Office and Smartsheet.
  
  
  

Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.