Fiduciary Tax Accountant (Remote!)

Imagine Staffing Technology
Washington, DC
Jan 12, 2022
Jan 15, 2022
Full Time
This is your opportunity to join one of the largest banking institutions in the US and a community leader, where career development is an ongoing mission. At the forefront is a commitment to finding the best talent, cultivating it, and ultimately helping employees reach their career goals. You'll be encouraged to pursue your personal career goals and make a difference in ways that matter most to you!Nature & Scope: Imagine Staffing is recruiting for several Tax Accountants on behalf of our client, a prominent financial institution. You will prepare fiduciary and other income tax returns for trusts where the Bank or one of the legal entities is trustee, as well as for other clients of the Bank.Primary Functions & Responsibilities: Maintain an understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the department to expand job-related knowledge. Responsible for an assigned book of accounts and the timely and accurate preparation of less complex as well as moderately complex tax returns. May, under close supervision, be assigned the preparation of tax returns for Private Foundations, Public Charities, or Estates. Complete personal tax returns for wealth clients. Participate in client discussions and planning as an observer. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Maintain company internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Requirements & Qualifications:CPA or enrolled in CPA program required. Bachelor's degree and a minimum of 2 years experience preparing income tax returns, or in lieu of a degree, a combined minimum of 6 years higher education and/or work experience, including a minimum of 2 years experience preparing income tax returns. Understanding of pertinent word processing and spreadsheet software. Experience with pertinent tax-related systems and software .