- Manage the coordination of fiduciary tax return preparation with outside service providers, ensuring timely delivery of required information, review of completed returns, and resolution of follow-up items.
- Coordinate personal income tax return preparation, as applicable, by gathering supporting documentation, communicating with preparers, and tracking filing deadlines.
- Coordinate federal estate tax return preparation, including collection of asset information, beneficiary details, valuation support, and other required documentation.
- Obtain tax identification numbers for trusts and estates and maintain related records in accordance with internal procedures.
- Prepare and process basic tax forms, including Form 56 and related fiduciary or estate filings, ensuring completeness and accuracy.
- Research, monitor, and coordinate responses to IRS and State of Michigan Treasury notices, including follow-up with internal stakeholders and external preparers as needed.
- Coordinate quarterly estimated tax payments by monitoring schedules, confirming payment amounts, and supporting timely processing.
- Review federal and state withholding activity and prepare required withholding returns to support accurate and compliant tax reporting.
- Reconcile, balance, and review 1099 reporting across trust and pension systems, identifying and resolving discrepancies prior to filing.
- Review tax reporting outputs, including 1099-Rs, 5498s, 1099-BDIs, and tax worksheets, to confirm accuracy, completeness, and consistency with account activity.
- Review account transactions to confirm appropriate tax coding and escalate unusual or complex items for further review.
- Prepare quarterly RC-T reporting and support related regulatory reporting requirements, documentation, and review processes.
- Support annual investment and administrative reviews by gathering information, reviewing account documentation, and identifying items requiring follow-up.
- Perform other duties assigned to support departmental objectives, client service standards, and compliance requirements.
- Bachelor’s degree is required, preferably in Finance, Accounting, Business Administration, or a related field; equivalent advanced coursework or specialized trust and tax training may be considered.
- Certified Public Accountant (CPA) designation, formal tax training, or demonstrated fiduciary tax experience preferred.
- Strong analytical, research, and problem-solving skills with the ability to interpret tax, trust, estate, and compliance-related information.
- High level of accuracy and attention to detail when reviewing tax forms, account activity, regulatory reports, and supporting documentation.
- Effective verbal and written communication skills, including the ability to work professionally with internal partners, external tax preparers, and regulatory agencies.
- Proficiency with Microsoft Office, trust accounting systems, tax reporting tools, document management systems, and other technology used to support compliance and reporting activities.
- Ability to manage multiple deadlines, maintain confidentiality, exercise sound judgment, and work effectively both independently and collaboratively in a client-focused environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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