Executive Search Consultants to the Financial Services Industry

Trust Tax Associate, Kansas City MO

By on Jan 18, 2024 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Tax Associate, Kansas City MO

Join a growing trust company dedicated to providing client solutions that give their clients the best peace of mind possible. Our client is committed to excellence and takes pride in delivering unparalleled trust services. As a Tax Associate, you will play a crucial role in ensuring accurate and efficient tax compliance for our clients.

As Tax Associate, you will:
• Act as an intermediary between our accountant and our clients.

• Collaborate with cross-functional teams to ensure compliance with tax deadlines and Identify opportunities for process improvement.

• Resolve 1099, 1009-R, and trust tax exceptions.

• Process tax withholding returns and payments.

• Assist with Fair Market Value and Required Minimum Disbursements.

• Understand BSA/AML/OFAC laws and regulations.

As Tax Associate, you will have:
• A minimum of one year’s experience in financial services; banking experience is preferred.

• An intermediate level of Excel, including Pivot tables, Filtering Information, Functions, and Formulas.

• The ability to present data.

• Ability to do mail mergers in Word.

• An Associate’s degree in accounting or business or the equivalent experience.

Upload your CV/resume or any other relevant file. Max. file size: 128 MB.