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Senior Tax Specialist

Company: Greenleaf Trust
Location: Kalamazoo
Posted on: November 10, 2019

Job Description:

What's This Job All About?The Senior Tax Specialist will function as part of the Operations Team serving as: a tax expert for the Client Centric Team regarding client questions and requests; overall owner of client tax reporting processes including active interaction with outsourced vendor; a tax resource for the Family Office Division; and a contact for tax information requests. This individual will also be responsible for various monthly and ad-hoc projects requested by Director of Operations and the Tax Oversight Committee.What You'll Be Doing Principal Accountabilities:Tax ReportingOversee the enterprise-wide tax reporting processes to ensure timely and accurate reporting to provide clients and CPAs information necessary for tax return preparation.Serve as main point of contact with outsourced tax reporting vendor with regards to transaction coding, process timing and issue resolution. Serve as main point of contact for the Client Centric Team with regards to appropriate tax treatment for various transaction types.Proactively work with the Client Centric Team to identify favorable tax transactions and opportunities for Greenleaf Trust clients.Serve as a contact for tax information requests (internal and external).Research and provide documentation for recording transactions involved with corporate actions to reflect appropriate tax consequences.Provide periodic updates and "white papers" on tax topics to the Greenleaf Trust team.Respond to, and complete any other ad-hoc tax requests from internal and external clients, as well as, the Tax Oversight Committee.Family Office

  • Facilitate the accounting for client closely held businesses.
  • Review client tax returns to ensure complete and accurate tax filing.
  • Work closely with Family Office Team to prepare projections for quarterly tax estimates.Other AccountabilitiesRespond to, and complete any other ad-hoc reporting and compliance requests from internal and external clients to ensure team coverage and excellent client service.Participation in designated work groups and projects as assigned.All other duties as assigned.What You Need for this Position:MINIMUM EDUCATION/EXPERIENCE REQUIRED: Bachelor's degree and minimum 7-10 years of operations experience in a financial services environment or equivalent education and experience.Tax experience required with trust and estate tax preferredKnowledge of taxability of various account types requiredCPA required

Keywords: Greenleaf Trust, Kalamazoo , Senior Tax Specialist, Accounting, Auditing , Kalamazoo, Michigan

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