Tax Accounting Specialist - TI

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:

• American Banker Best Banks to Work For in 2021, 2022, and 2023
• Top Workplaces USA national award in 2022, 2023, and 2024
• Newsweek's America's Best Banks 2023, and 2024
• U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025

At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Job Purpose:

The position is responsible for coordination of tax related activities within the trust department, including but not limited to working with outside accounting firms, department tax reporting, and assisting with tax research. Position is also responsible for department reporting and review, including specialized fee research and review.

Job Duties:

• Coordinate and manage tax processes with all outside preparers and ensure timely submission of trust tax and informational returns.
• Coordinate payment of all tax bills and estimates from client accounts as applicable.
• Prepare and file information returns for retirement and IRA accounts as needed.
• Research and problem resolution as needed.
• Manage annual real estate review process for trust owned real estate. Track and pay real estate taxes timely.
• Monthly transactional review of system coding.
• Monthly file submission to EY.
• Responsible for tracking and ordering all necessary tax documents annually.
• Prepare various specialized client reports periodically.
• Prepare and manage delinquent income reporting.
• Monthly fee balancing and posting.
• Prepare and manage annual fee review process.
• Fee research, analysis and problem resolution as needed.
• Department tasks including: Assist with monthly variable note processing. Participate in cross-training. Completing reconciliations accurately and timely. Monitor database and email and work requests to conclusion timely.
• Will perform special projects as assigned.

Education, Job Skills and Qualifications:

• Bachelor's Degree in Accounting or equivalent work experience in related field.
• Prior experience in tax return preparation preferred.
• Ability to work in a team environment, including cross-training throughout operational functions.
• Knowledge of accounting & tax laws preferably as they relate to trusts, investment accounts and retirement plans.
• Ability to develop and present educational / training to entire department within area of expertise, as needed.
• Highly organized individual that works well under deadlines.
• Intermediate to advanced Excel skills a must, Access skills a plus.
• Excellent communication skills, both oral and written.
• Ability to manage time, organize priorities, and multitask with daily interruptions.
• Ability to work in a fast paced environment and adjust priorities based upon changing needs and deadlines.
• Team Player.

Basic Qualifications:

• Bachelor's Degree in Accounting or equivalent work experience in related field.

Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process, or other inquiries.