Intermediate Tax Specialist

Position Summary

The Intermediate Tax Specialist plays a crucial role in coordinating tax reporting processes, preparing trust, individual, and charitable tax returns, and engaging with Wealth Advisors and clients regarding tax-related issues. This position is also responsible for maintaining tax preparation systems to ensure efficiency and accuracy.

Responsibilities

• Coordinate all aspects of quarterly estimated tax payments and year-end taxes for fiduciary accounts, including payment reviews and communication with Wealth Advisors.
• Analyze tax information, input relevant data, and review tax return outputs for investment accounts.
• Prepare tax returns for trusts and fiduciary entities, including tax information letters for trust clients, returns for charitable organizations, and individual income tax returns.
• E-file various tax returns and monitor their filing statuses.
• Collaborate with the Tax Team to provide ongoing training on tax procedures and coding to Wealth Advisors, Assistants, and other associates.
• Communicate with federal and state taxing authorities to resolve client issues effectively.
• Mentor Tax Specialist Level I to support their professional development.
• Work closely with Advisors and Middle Office to ensure proper setup of new trusts / estates for accurate tax reporting.
• Ensure timely provision of tax information for accounts with fiscal year-ends.
• Conduct thorough tax research as needed.

Education & Experience

Compensation and Benefits

The offered salary will be determined based on various factors, including job responsibilities, required qualifications, relevant experience, and local market trends. This role may also be eligible for bonuses or incentives based on individual and company performance.

Base Pay Range : $60,000 - $80,000 annually.

Busey provides a competitive Total Rewards package encompassing a wide range of benefits such as 401(k) matching, profit sharing, an employee stock purchase plan, paid time off, and comprehensive medical, dental, and vision insurance. Additional benefits include company-paid life insurance, long-term disability, wellness incentives, and an employee assistance program. Eligible associates can also utilize pre-tax health savings accounts and flexible spending accounts.

Equal Opportunity

Busey values diversity and inclusion and strives to build a team with exceptional talent committed to service excellence. Busey is an Equal Opportunity Employer, including Disability / Vets. Visit the Busey careers page for more information.

Unsolicited Resumes

Busey Bank does not accept any liability for fees related to unsolicited resumes from recruiters or employment agencies without a written recruitment agreement in place. Busey may consider candidates submitted by agencies that do not have an agreement and reserves the right to hire those candidates without financial obligation to the agency.