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GENERAL FUNCTION:

The Wealth & Asset Management Senior Trust Tax Accountant II possesses an advanced comprehension of fiduciary tax compliance. The individual works under minimal, if any, supervision directly with internal and external clients, including Trust Officers, Co-trustees, account owners, grantors, and beneficiaries to prepare all required tax filings for approximately 750 of the department's most complex accounts. The individual assists in the tax return review process and has developed into a technical and procedural resource for the department.


In addition to the preparation of fiduciary income tax returns (Forms 1041, 1099, and 5227), the individual prepares other complex ancillary client returns including charitable entity returns (Forms 990 & 990PF), individ...