Inclusively is partnering with a financial services company to hire a Senior Tax Trust Officer. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY

Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).

Create your profile, select Success Enablers, and connect to jobs from our partnered employers who are committed to creating diverse and inclusive teams. When registering, you must acknowledge that this platform is for people with disabilities, caregivers, and veterans. However, Inclusively does not require candidates to disclose their specific disability to join the platform.

What You Will Do:

The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of the Trust Tax Manager. Responsibilities include:

• Reviewing and understanding trust documents; assimilating the terms of the document with various outside facts to set up and maintain accounts for tax reporting purposes;
• Communicating on complex tax matters with trust officers and portfolio managers and mentoring Tax Specialist to solve tax problems and identify tax savings opportunities;
• Communicating with outside business partners, tax and legal professionals;
• Communicating with the IRS and state tax authorities and responding to various notices and inquiries received from these entities;
• Assisting the Trust Tax Team Leader in ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional questions;
• Providing training to administration area associates.

What Experience You Need:

• CPA required
• 5+ years' experience in trust, fiduciary or financial services experience including 3 years in preparation and review of trust income and estate tax returns required;
• Advanced knowledge of fiduciary principals, estate and income taxation
• Able to use trust accounting system and work with multiple systems
• Able to adapt to constantly changing tax laws and reporting requirements
• Able to delegate and exercise oversight, and communicate with associates on complex tax matters in a clear non-technical manner
• Outstanding time and organizational management skills required to manage work over extended period and meet critical deadlines
• Highly skilled in written and oral communication on complex tax matters and high level of interpersonal skills

What Could Set You Apart:

• Experience or education in estate planning concepts preferred