Onsite Lead Representative – Tax Accounting

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About the role

  • Lead tax accounting representative at FIS managing trust tax accounts and ensuring compliance across multiple filings. Collaborating with the team to resolve complex tax issues and filings in US trust tax context.

Responsibilities

  • Manage trust tax accounts; ensuring accurate, timely processing across multiple tax returns and filings
  • Solve complex business issues from strategy to execution
  • Prepare 1041, 5227, and 990-series tax returns
  • Analyze and resolve all questions or problems that may arise associated with the returns and tax filings
  • Review trusts and private foundations quarterly to make the most tax beneficial estimated tax payments
  • Work with the FIS accounting system and OneSource tax software to manage tax processing and prepare tax returns and filings
  • Respond to correspondence from the Internal Revenue Service and various state tax authorities regarding issues or examinations arising from the preparation of tax returns or other tax filings
  • Develop and maintain procedures surrounding tax activities and controls to ensure compliance with corporate, regulatory, and audit requirements
  • Identify and address client needs, building a strong professional network and cordial relationships

Requirements

  • Bachelor’s degree in accounting or finance, or commensurate business experience
  • Typically, 5+ years of experience with US trust taxation
  • Rewarding experience in Form 1041 (Trust Returns), Estate Returns, Foundation Returns, Gift Tax Returns
  • Sound technical knowledge of US trust tax.
  • Strong analytical and problem‑solving skills with the ability to handle high-volume workloads
  • Excellent organizational, communication, and documentation skills
  • Ability to work independently while supporting team and departmental objectives
  • Committed availability during tax seasons
  • Hands-on proficiency with OneSource tax accounting software (added bonus)
  • Experience at a Big Four accounting firm (added bonus)

Benefits

  • Competitive salary and benefits
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back

Job title

Lead Representative – Tax Accounting

Job type

Experience level

Senior

Salary

$0 - $999,999,999 per year

Degree requirement

Bachelor's Degree

Location requirements

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