Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
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Job Description:
At Regions, the Fiduciary Tax Consultant provides fiduciary tax guidance to Private Wealth Management and Institutional Services including Funeral Trust.
Primary Responsibilities
Provides tax guidance to Wealth Advisors, Trust Advisors, and Relationship Consultants
Researches and resolves tax issues/exceptions that are identified by the business line or by the Bank's preferred external tax provider
Coordinates new account document reviews and monitors and handles tax refund checks
Researches fiduciary tax laws and IRS regulations to support Wealth Management and client questions
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Requirements
Bachelor's degree in Accounting, Finance, or business related field
Five (5) years of tax reporting or related experience
Experience with tax returns
Preferences
Certified Public Accountant (CPA)
Fiduciary tax experience
Skills and Competencies
Ability to research and communicate with all levels of management and Private Wealth teams
General understanding of fiduciary tax law and IRS regulations
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
