Tax Specialist II
Position Summary
The Tax Specialist II is responsible for coordinating various aspects of tax reporting, the preparation of trust, individual and charitable tax returns, interacting with Wealth Advisors and clients on tax related matters, and for the maintenance of the tax preparation systems.Duties & Responsibilities
- Assist in the Coordination of all aspects of quarterly estimated tax payments and year end taxes due for Fiduciary accounts; this includes review of payments prior to submitting them and communication with Wealth Advisors.
- Analyze tax information, input data, and review return output for investment accounts.
- Responsible for tax preparation of trust and fiduciary returns, including tax information letters sent to trust clients, returns for charitable entities, and individual income tax returns.
- Responsible for e-filing of various tax returns and the tracking of the filing status.
- Work with Tax Team to provide ongoing tax training (procedures, coding, etc.) to Wealth Advisors, Assistants, and other associates.
- Deal directly with federal and state taxing authorities to resolve issues on behalf of clients.
- Assist in mentoring of Tax Specialist Level I.
- Work with Advisors and Middle Office to ensure new trusts/estates are set up correctly for tax reporting.
- Ensure tax information for accounts with fiscal year end is provided in a timely manner.
- Tax Research
Education & Experience
- Knowledge of:
- Strong oral and written communication skills
- Federal and state laws and regulations
- Sophisticated software systems
- Excellent time and project management skills
- Ability to:
- Learn and efficiently use the tax preparation software used for tax reporting documents and personal tax returns.
- Assist with coordination of communication and documents between Wealth Advisors, Tax Team, and clients.
- Prepare complex tax returns and research complex tax issues
- Analyze and interpret numerical data
- Perform duties with frequent interruptions and time pressures
- Maintain mental concentration and visual attention for extended periods of time
- Analyze and solve problems based on a broad knowledge of many factors and where advanced and technical concepts must be applied
- Education and Training:
- Requires Bachelor’s Associates degree in Accounting, Finance, or Economics.
- Tax preparation experience or accounting background preferred.
- Requires knowledge of Microsoft Office.
- Preferred knowledge of Smartsheet.
- CPA or Enrolled Agent designation required.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $53,000 - $70,000 annual)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
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As of March 31, 2024, First Busey Corporation (Nasdaq: BUSE) was a $11.89 billion financial holding company headquartered in Champaign, Illinois. Busey Bank, a wholly-owned bank subsidiary of First Busey Corporation, had total assets of $11.86 bi...
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