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Tax Accountant II, Personal Tax Solutions

Providence;

Job Description:

Personal Tax Accountant II, Personal Tax Solutions (PTS)

Overall Description

  • Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services.
  • Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships.
  • Prepare the more complex federal and state tax returns.
  • Review the more basic federal and state tax returns.
  • Reports to Personal Tax Manager.

Client Service/Fulfillment

  • Prepare the more complex federal and state tax returns. 
  • Review the more basic federal and state tax returns.
  • Deliver superior service and a consistent customer experience. 
  • Provide assistance to team in area of problem resolution. 
  • Provide product knowledge and expertise to address client needs.  Conduct tax research to resolve complex tax problems.  Advise clients on tax treatment of transactions and technical tax matters. 
  • Respond effectively and timely to client inquiries.
  • May own some of the more basic client relationships for PTS.

Qualifications

  • Minimum 4 years experience in an individual tax services environment.  Accounting, finance or law degree, or CPA or CFP designation is a plus.  
  • Demonstrated oral, written, and presentation communications skills.
  • Strong working knowledge of individual tax return preparation and processing in a high volume environment.
  • Able to work in a multi-task environment, managing multiple priorities while delivering results
  • Computer literate.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Personal Tax Accountant II, Personal Tax Solutions (PTS)

Overall Description

  • Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services.
  • Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships.
  • Prepare the more complex federal and state tax returns.
  • Review the more basic federal and state tax returns.
  • Reports to Personal Tax Manager.

Client Service/Fulfillment

  • Prepare the more complex federal and state tax returns. 
  • Review the more basic federal and state tax returns.
  • Deliver superior service and a consistent customer experience. 
  • Provide assistance to team in area of problem resolution. 
  • Provide product knowledge and expertise to address client needs.  Conduct tax research to resolve complex tax problems.  Advise clients on tax treatment of transactions and technical tax matters. 
  • Respond effectively and timely to client inquiries.
  • May own some of the more basic client relationships for PTS.

Qualifications

  • Minimum 4 years experience in an individual tax services environment.  Accounting, finance or law degree, or CPA or CFP designation is a plus.  
  • Demonstrated oral, written, and presentation communications skills.
  • Strong working knowledge of individual tax return preparation and processing in a high volume environment.
  • Able to work in a multi-task environment, managing multiple priorities while delivering results
  • Computer literate.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22002707

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Connecticut pay and benefits information

Connecticut pay range:

$58,000 - $90,000 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.