Tax Accountant II (TA II)

To proceed with your application, you must be at least 18 years of age.

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Tax Accountant II (TA II), Fiduciary, Private Banking

This job is responsible for providing technical fiduciary expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for assigned accounts and conducting tax research to resolve complex tax issues. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements.

Responsibilities :

• Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• Prepares complex federal and state individual income tax returns
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Private Bank client teams

Skills :

• Account Management
• Attention to Detail
• Policies, Procedures, and Guidelines Management
• Relationship Building
• Interpret Relevant Laws, Rules, and Regulations
• Issue Management
• Record Keeping
• Tax Administration
• Business Process Analysis
• Client Experience Branding
• Client Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

BS, degree in Accounting or related area, strongly desired

For internal employees: participation in a work from home posture does not make you eligible to post.

Age requirement: You must be at least 18 years of age.

Illinois pay and benefits information

Illinois pay range:

$75,900.00 - $102,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible . We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Massachusetts pay and benefits information

Massachusetts pay range:

$75,900.00 - $102,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible . We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Rhode Island pay and benefits information

Rhode Island pay range:

$75,900.00 - $102,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible . We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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