Tax Specialist Team Lead

Position Summary

The Tax Specialist Team Lead is responsible for daily leadership and mentoring of the Tax Team while coordinating with the Fiduciary Tax Team Lead. This includes ensuring tax reporting is completed in a timely manner, preparing trust, individual and charitable tax returns, interacting with Wealth Advisors and Family Office personnel on tax related matters, and completing maintenance of the tax preparation systems.

Duties & Responsibilities

• Meet regularly with Tax Specialists and Fiduciary Tax Team Lead to coordinate efforts and provide appropriate feedback.
• Maintain data on tax preparation volume, fees, costs, and growth for budgeting and building out of Tax Team.
• Develop and maintain processes and procedures to ensure tax reporting documents and tax payments are prepared and filed in accordance with regulations, regulatory requirements and client service goals.
• Assign tax return preparation to Tax Specialists Levels I, II and III commensurate with their experience.
• Analyze tax information, input data, prepare, and review return output for all types of tax returns.
• Coordinate with Fiduciary Tax Team Lead to ensure tax information for accounts with fiscal year end is provided in a timely manner.
• Oversee e-filing of various tax returns and the tracking of the filing status.
• 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.
• Work with Wealth Advisors and Middle Office staff to ensure new trusts/estates are set up correctly for tax reporting.
  
  

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 maintain the tax preparation software used for trust and personal tax returns.
• Coordinate all flow of communication and documents among Wealth Advisors, Tax Team, and clients during tax season.
• 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 degree in Accounting orFinance
• Requires knowledge of Microsoft Office.
• Preferred knowledge of Smartsheet.
• CPA or Enrolled Agent designation required.
• 5-10 years’ experience. in prior tax preparation required.
• 3-5 years of leadership experience