GrandRapidsRecruiter Since 2001
the smart solution for Grand Rapids jobs

Private Bank Tax Services Accountant

Company: Fifth Third Bank
Location: Grand Rapids
Posted on: November 10, 2019

Job Description:

Job DescriptionMake banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The primary role of the Private Bank Tax Services Accountant is fiduciary tax compliance. The individual will work under general supervision with internal and external clients including trust administrators, co-trustees, officers,andbeneficiaries to prepare all necessary tax authority filing requirements for assigned accounts.In conjunction with the fiduciary returns (Forms 1099, 1041 and 5227), the individual with prepare other ancillary client returns including Charitable Entity returns (Forms 990 & 990PF), Individual returns (Forms 1040) and gift tax returns (Forms 709).Serve as tax support to trust officers and assistants in the Investment Advisors division to meet the information needs required to provide and excellent customer experience and sustain growth.Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.ESSENTIAL DUTIES AND RESPONSIBILITIES:Preparation of Returns and Estimated Tax Payments

  • Possess the capacity and interest to acquire the technical knowledge required to understand and apply fiduciary accounting and taxation.
  • Retrieve and assimilate data necessary to prepare accurate income tax returns.
  • Responsible for the completion of timely and accurate aforementioned tax returns for assigned accounts.Tax Analysis
    • Review Trust documents and ensure accurate taxation of assigned accounts.
    • Monitor and analyze transactions for tax consequences.
    • Frequently advise investment officers and account administrators of any pertinent tax concerns.
    • Review and analyze information provided by individual income clients for estimated tax calculation and generate tax projections as requested for tax planning purposes.
    • Answer questions concerning tax liability, deductions and related issues including correspondence with tax authorities.
    • Frequent interaction with other areas of Investment Advisors especially personal trust and the Private Bank.
    • Participate in new business development.Tax Research
      • Research areas of tax law as appropriate including analysis of the related data.
      • Research Federal, State and Local tax issues of law encountered during return preparation.
      • Research and present internal training on relevant tax topics as my be assigned by management.MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:Education: Bachelor's Degree in Accounting or Finance.Experience: Internship or co-operative experience in tax or prior public or industry accounting experience preferred.Certification: Working toward CPA, EA or MBA preferred.Technical: Knowledge of elementary accounting and tax subject matters; Microsoft Office software proficient; Understanding of tax return preparation software preferred.Skills: This position requires excellent analytical, verbal and written communication skills necessary to interact with personnel ranging from staff, clients to senior management; Ability to work both individually and as a team member; Ability to work in a professional and dynamic environment; Demonstrate sound judgment as well as apply logical/critical thought process.WORKING CONDITIONS:
        • Normal office environment with little exposure to dust, noise, temperature and the like.
        • Extended viewing of CRT screen.Private Bank Tax Services AccountantLOCATION -- Grand Rapids, Michigan 49503Fifth Third Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.LocationsGRAND RAPIDS-United States of America

Keywords: Fifth Third Bank, Grand Rapids , Private Bank Tax Services Accountant, Accounting, Auditing , Grand Rapids, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Accounting Intern- Winter Semester 2020
Description: Accounting Intern- Winter Semester 2020Apply Now Back to searchLocation:Grand Rapids, MichiganPosted:10-14-2019Location Name:Amphenol Borisch TechnologiesWage:Depends on ExperiencePosition Type:InternshipThe (more...)
Company: Amphenol Borisch Technologies
Location: Grand Rapids
Posted on: 11/19/2019

Accounts Payable and Tax Associate
Description: Join us as an Accounts Payable and Tax Associate. Bring your hunger for success as you will perform a diverse set of work activities included in the end-to-end Procure to Pay PTP process for the Kellogg (more...)
Company: Kellogg
Location: Grand Rapids
Posted on: 11/19/2019

Sr Tax Manager
Description: Kforce has a client, a large public Accounting firm in Grand Rapids, MI is seeking a Senior Manager to add to its Tax Department. Summary:This position is responsible for advising clients on the tax implications (more...)
Company: Kforce
Location: Grand Rapids
Posted on: 11/19/2019


Federal/Corporate Tax Senior - Investment Management, Central
Description: Are you looking to be a part of the largest growth area in the tax industry -- Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax (more...)
Company: Deloitte
Location: Grand Rapids
Posted on: 11/19/2019

Insurance and Financial Sales - LIFE INSURANCE LICENSED REQ'D (Grand Rapids,MI)
Description: CURRENT LIFE INSURANCE LICENSE REQUIRED TO BE CONSIDERED Are you an individual with a strong desire to succeed in the business world and help families at the same time We have a wide range of mortgage (more...)
Company: The Alliance
Location: Grand Rapids
Posted on: 11/19/2019

Part-Time FP&A Analyst (Finance Students Preferred)
Description: Part-Time FP A Analyst Finance Students Preferred br br This role will be a critical member of the financial planning analysis team, focusing on financial analytical tasks: the completion of monthly (more...)
Company: Ranir
Location: Grand Rapids
Posted on: 11/19/2019

Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote
Description: Overview If you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Grand Rapids
Posted on: 11/19/2019

Remote Credentialed Tax Professional
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Grand Rapids
Posted on: 11/19/2019

Remote Credentialed Tax Professional
Description: Overview If you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Lansing
Posted on: 11/19/2019

Senior IT Auditor
Description: Company OverviewJob Title:---- Senior IT AuditorJob Summary:This position will be responsible for IT Compliance Analyst, Documentation and evaluation of key IT controls for SOX and IT Compliance, Coordination (more...)
Company: Vodastra
Location: Grand Rapids
Posted on: 11/19/2019

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Grand Rapids RSS job feeds