Senior Tax Analyst managing corporate tax compliance and strategic planning at Canadian HQ with global subsidiaries. Collaborating with tax director and team for process improvements.
About the role
- Trust Tax Services Manager leading the Trust Tax Services team at Huntington’s Private Bank. Ensuring timely fiduciary tax compliance and maintaining client relationships while managing a team.
Responsibilities
- Oversight and management of annual tax compliance for Huntington’s Private Bank segment to ensure timely and accurate completion of fiduciary tax filings
- Active involvement in the reconcilement and communication of tax payment processing for fiduciary tax returns (Forms 1041, 990-PF, and 5227)
- Primary liaison between the third-party public accounting firm and the service specialists, wealth managers, and trust administrators you will be supporting
- Internal point of contact for escalation and resolution of tax problems
- Standard management responsibilities such as management of departmental policies and procedures, risk assessment, vendor payments, and procedural audits
- Review of Trust Agreements, Wills, and Estate filings to identify Generation Skipping Tax issues
- Responsible for annual compliance filings with Federal and State governments relating to withholding taxes
- Primary lead for informational tax reporting such as abatement of TIN matching notices, W8-BEN review and Non-Resident Alien withholding issues, and Required Minimum Distribution calculation and communication
Requirements
- Bachelor's Degree (accounting major preferred)
- 10+ years of relevant experience in fiduciary tax and trust administration (leadership role preferred)
- Background in fiduciary income taxation and estate taxation
- Strong verbal & written communications skills
- Self-driven professional capable of working independently with minimal supervision
- Proficient in Excel with ability to work efficiently on data analysis and reporting
- Juris Doctor (JD), Master of Laws (LL.M.) in Taxation and Certified Public Accountant (CPA) designation (preferred)
- Experience with FIS AddVantage, SEI Wealth Platform, Thomson Reuters OneSource, Ohio Business Gateway, and EFTPS Batch Provider (preferred)
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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