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Tax Accountant II

Providence, Rhode Island;

Job Description:

 Provides technical fiduciary tax expertise to Private Bank client teams focused on differentiating client service and expanding client relationships. Insures all tax responsibilities required of assigned accounts are fulfilled, achieving client focused service standards and complying with bank standards and policies, and federal and state tax laws. Generally responsible for the more complex fiduciary tax matters related to charitable trusts. Provide timely and accurate tax reporting for charitable trusts including preparation of returns for Private Foundations, Supporting Organizations and Split Interest Trusts.  Candidate will provide tax information including Minimum Required Distributions (for Foundations), annualize estimates as needed, respond to correspondence from taxing authorities, and other tax matters related to charitable trusts. Proactively identify opportunities to contact Trust Officers regarding tax matters to enhance client services. Maintain knowledge of tax law changes related to charitable trusts and increase knowledge through training. Take personal responsibility for career development.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

 Provides technical fiduciary tax expertise to Private Bank client teams focused on differentiating client service and expanding client relationships. Insures all tax responsibilities required of assigned accounts are fulfilled, achieving client focused service standards and complying with bank standards and policies, and federal and state tax laws. Generally responsible for the more complex fiduciary tax matters related to charitable trusts. Provide timely and accurate tax reporting for charitable trusts including preparation of returns for Private Foundations, Supporting Organizations and Split Interest Trusts.  Candidate will provide tax information including Minimum Required Distributions (for Foundations), annualize estimates as needed, respond to correspondence from taxing authorities, and other tax matters related to charitable trusts. Proactively identify opportunities to contact Trust Officers regarding tax matters to enhance client services. Maintain knowledge of tax law changes related to charitable trusts and increase knowledge through training. Take personal responsibility for career development.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21069223

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0