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Years of Experience
Date Last Verified
ProfileTax Analyst - Credentialed The candidate will be involved in tax matters relating to Private Foundations, Public Charities, Split Interest Trusts and Pooled Income Funds. Will prepare moderately complex tax returns in order to meet fiduciary compliance needs. Performs secondary review of less complex returns and serves as a mentor to less experienced accountants. Independently prepares and files tax returns of simple to moderate levels of complexity in compliance with federal, state and local statutes, cases, rulings and practices. Responds to service partner, client and tax authority inquiries. Prepares returns requiring credentialed preparation. Facilitates proper tax return preparation by conducting daily review of client account activity, receipts, disbursements, death notices, corporate reorganizations and exchanges and other corporate actions in client accounts. Determines and makes adjustments to entries as needed. Reviews trust instruments, wills and other documents. Participates in in-house and external training to enhance technical knowledge and to maintain professional credentials and certifications. Serves as a resource to less experienced tax accountants on matters of routine and non-routine nature, including but not limited to secondary review of returns prepared by less experienced staff. Performs secondary review of return types of simple complexity level. Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework.
Qualification and Experience
The candidate must have an Active CPA, Enrolled Agent designation, or a JD degree. If not currently holding CPA, Enrolled Agent designation, or a JD degree, one must be acquired within one year of hire date. Must have experience preparing and filing various types of charitable returns, including the 990 series and forms 5227. Must have a university / college degree with 1+ year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.