Tax Technician

Responsible for reviewing and preparing generation skipping tax returns in compliance with tax laws and regulations. Provides generation skipping tax advice to clients and partners relating to tax and estate planning, and trust or investment products.
Major duties
• Researches, reviews, and prepares tax products in compliance with tax laws.
• Conducts training sessions, provides guidance to tax staff, represents the bank in meetings, and audits as needed.
• Works on various software systems within a group.
• Assists in tax planning, researches, prepares, and monitors specific reports.
• Provides taxation advice to clients and/or partners relating to tax and retirement planning, trust or investment implications.
• Works closely with attorneys, banks, federal and state tax authorities, auditors, and partners.
• Focuses efforts on a single client relationship requiring sophisticated taxation needs.
• Interacts with internal/external sources including attorneys, auditors, accountants, federal, and state tax authorities, clients, banks, insurance companies, and partners on taxation issues.
• Keeps abreast of tax laws and regulations
REQUIREMENTS
Knowledge/skills:

• Knowledge of one or more areas: fiduciary, estate, personal, or corporate usually obtained through related work experience or coursework is needed to prepare tax products
• Analytical, research, personal computer, and accounting skills are required to review and prepare tax products

Experience Required: 3-5 years of transfer tax preparation and research experience.