Busey
Tax Specialist II
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Busey
Position Summary The Tax Specialist II coordinates tax reporting, prepares trust, individual, and charitable tax returns, and interacts with Wealth Advisors and clients on tax matters. The role maintains tax preparation systems.
Duties & Responsibilities
Assist in coordination of quarterly estimated tax payments and year‑end taxes for fiduciary accounts, reviewing payments prior to submission and communicating with Wealth Advisors.
Analyze tax information, input data, and review return output for investment accounts.
Perform tax preparation of trust and fiduciary returns, including sending tax information letters to trust clients, preparing returns for charitable entities, and individual income tax returns.
E‑file various tax returns and track filing status.
Provide ongoing tax training to Wealth Advisors, Assistants, and other associates.
Resolve issues on behalf of clients by dealing directly with federal and state taxing authorities.
Mentor Tax Specialist Level I.
Collaborate with Advisors and Middle Office to ensure new trusts/estates are set up correctly for tax reporting.
Provide timely tax information for accounts with fiscal year end.
Conduct tax research.
Education & Experience
Knowledge of federal and state laws and regulations, sophisticated software systems, and strong oral and written communication skills.
Ability to learn and efficiently use the tax preparation software and coordinate communication and documents between Wealth Advisors, Tax Team, and clients.
Prepare complex tax returns and research complex tax issues.
Analyze and interpret numerical data.
Perform duties with frequent interruptions and time pressures.
Maintain mental concentration and visual attention for extended periods of time.
Analyze and solve problems based on a broad knowledge of many factors and advanced technical concepts.
Requires Bachelor’s or Associate’s degree in Accounting, Finance, or Economics.
Tax preparation experience or accounting background preferred.
Requires knowledge of Microsoft Office; preferred knowledge of Smartsheet.
CPA or Enrolled Agent designation required.
Compensation And Benefits Base pay range: $60,000 – $80,000 annual. The role may be eligible for bonus or incentives based on company and individual performance.
Busey offers a competitive total rewards package that includes 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company‑paid life insurance, long‑term disability, supplemental voluntary life insurance, short‑term and long‑term disability, wellness incentives, employee assistance program, pre‑tax health savings accounts, and flexible spending accounts.
Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. Busey is an Equal Opportunity Employer including Disability/Vets.
Unsolicited Resumes Busey Bank and its subsidiaries do not accept resumes from recruiters or employment agencies unless a binding written recruitment agreement is in place. Busey may consider any candidate for whom an agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the agency.
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–
Busey
Position Summary The Tax Specialist II coordinates tax reporting, prepares trust, individual, and charitable tax returns, and interacts with Wealth Advisors and clients on tax matters. The role maintains tax preparation systems.
Duties & Responsibilities
Assist in coordination of quarterly estimated tax payments and year‑end taxes for fiduciary accounts, reviewing payments prior to submission and communicating with Wealth Advisors.
Analyze tax information, input data, and review return output for investment accounts.
Perform tax preparation of trust and fiduciary returns, including sending tax information letters to trust clients, preparing returns for charitable entities, and individual income tax returns.
E‑file various tax returns and track filing status.
Provide ongoing tax training to Wealth Advisors, Assistants, and other associates.
Resolve issues on behalf of clients by dealing directly with federal and state taxing authorities.
Mentor Tax Specialist Level I.
Collaborate with Advisors and Middle Office to ensure new trusts/estates are set up correctly for tax reporting.
Provide timely tax information for accounts with fiscal year end.
Conduct tax research.
Education & Experience
Knowledge of federal and state laws and regulations, sophisticated software systems, and strong oral and written communication skills.
Ability to learn and efficiently use the tax preparation software and coordinate communication and documents between Wealth Advisors, Tax Team, and clients.
Prepare complex tax returns and research complex tax issues.
Analyze and interpret numerical data.
Perform duties with frequent interruptions and time pressures.
Maintain mental concentration and visual attention for extended periods of time.
Analyze and solve problems based on a broad knowledge of many factors and advanced technical concepts.
Requires Bachelor’s or Associate’s degree in Accounting, Finance, or Economics.
Tax preparation experience or accounting background preferred.
Requires knowledge of Microsoft Office; preferred knowledge of Smartsheet.
CPA or Enrolled Agent designation required.
Compensation And Benefits Base pay range: $60,000 – $80,000 annual. The role may be eligible for bonus or incentives based on company and individual performance.
Busey offers a competitive total rewards package that includes 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company‑paid life insurance, long‑term disability, supplemental voluntary life insurance, short‑term and long‑term disability, wellness incentives, employee assistance program, pre‑tax health savings accounts, and flexible spending accounts.
Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. Busey is an Equal Opportunity Employer including Disability/Vets.
Unsolicited Resumes Busey Bank and its subsidiaries do not accept resumes from recruiters or employment agencies unless a binding written recruitment agreement is in place. Busey may consider any candidate for whom an agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the agency.
#J-18808-Ljbffr