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Years of Experience
Date Last Verified
Personal Tax Accountant II The candidate will: Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services. Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships. Prepare the more complex federal and state tax returns. Review the more basic federal and state tax returns. Reports to Personal Tax Manager or Team Lead. Key Responsibilities: Client Service/Fulfillment: Prepare the more complex federal and state tax returns. Review the more basic federal and state tax returns. Deliver superior service and a consistent customer experience. Provide assistance to team in area of problem resolution. Provide product knowledge and expertise to address client needs. Conduct tax research to resolve complex tax problems. Advise clients on tax treatment of transactions and technical tax matters. Respond effectively and timely to client inquiries. May own some of the more basic client relationships for PTS. Risk Management: Accountable for compliance with federal and state tax laws for all clients serviced. Exercise sound judgment in decision-making, taking into consideration managing risk and compliance with internal policies and procedures. Review the more basic federal and state tax returns. Demonstrate comprehensive knowledge of U.S. Trust products and applicable tax laws. Proficient in and/or obtains training regarding current systems, software programs and tools used by PTS. Associate Development: Take personal responsibility for career development and work with management to regularly review personal progress, areas of development, training needs, opportunities, etc. Participate in continuing education courses/seminars to keep abreast of area of expertise (new product offerings, legal/regulation updates, strategies, etc.)
Qualification and Experience
The candidate should have 4+ yearâ€™s experience in an individual tax services environment. Accounting, finance or law degree, or CPA or CFP designation is a plus. Demonstrated oral, written, and presentation communications skills. Strong working knowledge of individual tax return preparation and processing in a high volume environment. Able to work in a multi-task environment, managing multiple priorities while delivering results. Computer literate.
Job number: 18042593
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