Tax Specialist II

Position Summary

• Assist in the Coordination of all aspects of quarterly estimated tax payments and year end taxes due for Fiduciary accounts; this includes review of payments prior to submitting them and communication with Wealth Advisors.

• Analyze tax information, input data, and review return output for investment accounts.

• Responsible for tax preparation of trust and fiduciary returns, including tax information letters sent to trust clients, returns for charitable entities, and individual income tax returns.

• Responsible for e-filing of various tax returns and the tracking of the filing status.

• Work with Tax Team to provide ongoing tax training (procedures, coding, etc.) to Wealth Advisors, Assistants, and other associates.

• Deal directly with federal and state taxing authorities to resolve issues on behalf of clients.

• Assist in mentoring of Tax Specialist Level I.

• Work with Advisors and Middle Office to ensure new trusts/estates are set up correctly for tax reporting.

• Ensure tax information for accounts with fiscal year end is provided in a timely manner.

• Tax Research

• Knowledge of:

• Strong oral and written communication skills

• Federal and state laws and regulations

• Sophisticated software systems

• Excellent time and project management skills

• Ability to:

• Learn and efficiently use the tax preparation software used for tax reporting documents and personal tax returns.

• Assist with coordination of communication and documents between Wealth Advisors, Tax Team, and clients.

• Prepare complex tax returns and research complex tax issues

• Analyze and interpret numerical data

• Perform duties with frequent interruptions and time pressures

• Maintain mental concentration and visual attention for extended periods of time

• Analyze and solve problems based on a broad knowledge of many factors and where advanced and technical concepts must be applied

• Education and Training:

• Requires Bachelor's Associates degree in Accounting, Finance, or Economics.

• Tax preparation experience or accounting background preferred.

• Requires knowledge of Microsoft Office.

• Preferred knowledge of Smartsheet.

• CPA or Enrolled Agent designation required.

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.