Tax Technician

Prepares complex estate tax and fiduciary income tax returns, as well as related accounting products, in Estate Settlement Services. Provides tax advice for trusts and estates on a wide range of tax matters during the estate settlement process. Consults regularly with other client servicing team members to ensure both quality client service and quality tax compliance.

Major duties:
• Researches and prepares federal and state tax estate tax returns in compliance with all relevant tax laws and regulations.
• Compiles supporting documentation and related valuations for the tax returns over a wide variety of complex client circumstances.
• Assists in ensuring Northern is in compliance with tax laws. Interprets laws, regulations, court cases, often consulting with tax counsel at Northern.
• Prepares a variety of accounting products to assist in estate settlement.
• Works closely with tax reviewers, account relationship managers, attorneys, auditors, accountants, tax authorities, client advisors or co-trustees, and sometimes clients.
• Offers tax advice and estate planning, in conjunction with the client servicing team, to assigned trusts and estates.
• Provides solutions to complex, sensitive problems.
• Works extensively with a suite of software systems.
• Keeps abreast of tax laws and regulations, both federal and state. Keeps abreast of fiduciary law developments.
• Represents the bank to taxing authorities and external professionals.
REQUIREMENTS
Knowledge/skills:
Knowledge of one or more areas: fiduciary, estate, personal or corporate tax usually obtained through related work experience or through extensive coursework. Skilled at recognizing tax issues, researching, continually building professional competence, understanding tax elections and exercising judgment in selecting the best tax approach and tax presentation on a return. Articulate in writing and conversation. Skilled in managing multiple priorities and deadlines. Professional and personable when participating as a member of the estate settlement team, able to adapt to suggestions made during the return review process. Focused, organized and efficient. Flexible in an environment with constantly shifting priorities and able to work with an appropriate sense of urgency when situations call for it.

Experience Required: Three or more years of estate tax and/or income tax experience.

College degree with accounting, finance or tax preferred.