Tax Accountant
1 week ago
Typical Day:
• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Reviews tax returns prepared by Tax Administrators, and seasonal staff to ensure completeness and accuracy and to minimize risk.
• Prepares complex returns by proactively gathering or preparing all relevant supporting documentation, such as income statements, transactions, tax slips, capital gains & losses statements and fees charged.
• Secondary contact for all clients and partners. May be primary contact for a limited number of assigned clients.
• Proactively recognizes tax issues as they affect the client’s situation and ensures that the clients and our partners are made aware, as appropriate.
• 5-7 years experience as a Tax Accountant
• Prior Experience reviewing tax returns (corporate or personal)
• Prior experience working in a public accounting firm (small to mid sized business preferred KPMG / PWC for example)
Nice-To-Have Skills:
• Prior knowledge of Estate/Trust taxes
• Prior experience managing junior staff
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