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Senior Tax Analyst

Location: Milwaukee
Posted on: January 16, 2022

Job Description:

GENERAL FUNCTIONS: The Senior Tax Analyst is accountable to prepare all fiduciary, partnership, individual, generation skipping, gift, charitable, and tax-exempt entity tax returns and other tax filings, as well as informational tax filings, to ensure TMI Trust Company is in compliance with all federal, state and local tax laws, regulations, and filing requirements. DUTIES & RESPONSIBILITIES: --- Prepare all fiduciary, partnership, individual, generation skipping, gift charitable, and tax-exempt entity tax returns and information filings such as 1099 and IRA 5498 forms and Employee Benefit Plan Reports, Form 5500. This includes use of discretion and independent judgment in tax law interpretation and application. --- Staff supervisory responsibility --- Coordination --- Review asset cost basis information --- Review new trust, investment agency and custody agreements for proper tax reporting --- Assist Relationship Managers in collection and distribution of tax information --- Advise Portfolio Manager on tax issues related to investments --- Review individual, trust, and private foundations quarterly to ensure compliance of appropriate tax regulations --- Assist family office advisors (attorneys, accountants, financial officers), grantors and beneficiaries of family office trusts and account owners with income tax information --- Identify and correct or improve, if necessary, operational processes and procedures --- Correspond with IRS and various state and local tax authorities --- Other duties as assigned SKILLS & REQUIREMENTS: --- BS Degree in Accounting preferred --- CPA or Enrolled Agent designation --- 5+ years of experience in tax practice --- Fluency in estimated tax payments, cost basis questions, amortization and accretion rules and wash sales --- Experience and working knowledge of all types of investment assets, including but not limited to alternatives, derivatives, foreign securities, equities, fixed income, mutual funds, ETFs and master limited partnerships --- Experience and working knowledge with FIS TrustDesk or other trust accounting systems and Onesource, Wall Street Concepts and Proseries tax applications to manage tax processing and prepare tax returns and filings --- Advanced skills with Microsoft Office Excel and proficiency with their other applications --- Excellent time management and organizational skills --- Exceptional customer service skills, oral and written communication skills are a must

Keywords: TMI TRUST COMPANY, Milwaukee , Senior Tax Analyst, Professions , Milwaukee, Wisconsin

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