U.S. Bank Tax Manager 3 - Fiduciary & Individual Tax Manager for Trust Tax in Saint Louis, Missouri

Tax Competencies:

  • Strong working knowledge of fiduciary income tax returns (1041, 990-PF, 5227)

  • Strong working knowledge of individual income tax returns (1040, some knowledge of estates)

  • Proper reporting related to 1099DIOB and MISC forms

  • Processing and reporting of federal and state tax payments

  • Working knowledge of various IRS notices (penalties, audits, abatements), and communication with other tax revenue authorities

  • General knowledge related to taxation of trust assets (stocks, bonds, partnerships, farms, etc.)

  • Perform account reviews for taxability and reporting of account types, transactions, sales, cost basis, etc.

Tax Preparation and Review:

  • Prepare a variety of tax returns (approximately 100) including trusts, individuals, foundations, 1099s throughout the year

  • Preparation, review and tracking of fiduciary, individual, trust estates, charities, etc.

  • In-depth and cursory reviews of several hundred returns as prepared by internal staff, external CPAs and through our outsourced relationship with our tax vendor

  • Provide tax support and liaise with our tax vendor in an outsourcing arrangement

  • Review trust instruments for domiciliary tax assignment and proper tax reporting

  • Complete analysis of trusts with generation skipping tax eligibility

  • Provide statistical analyses related to work performed to management

Client Service and Management:

  • Ability to address tax-related questions and issues affecting clients, relationship managers, and vendors requiring immediate attention

  • This role requires a can-do attitude and excellent client service skills, both written and verbal, and deliver results quickly and accurately to our clients.

  • The candidate must have solid, but versatile, leadership skills managing a small tax-technical liaison team and an indirect outsourced tax team through our vendor

  • The candidate must have demonstrated ability in being approachable and flexible in working with stakeholders and colleagues at all experience levels.

Tax Operations:

  • General knowledge of fiduciary tax operations, including trusts, charitable accounts, and estates

  • Processing and maintenance of tax fees for various account types.

Qualifications:

  • Bachelor of Science degree in Accounting or Finance

  • CPA or Enrolled Agent (EA) preferred

  • 10 years of related fiduciary and individual tax preparation experience, preferably within a financial services environment.

  • Highly-preferred system knowledge: SEI Trust3000, OneSource Trust Tax (formerly TrustEase or Fast-Tax)

  • Preferred system knowledge: MS Access, SQL, general database queries

  • Strong system knowledge required: Excel, PowerPoint

If working from home: a dedicated WFH workspace conducive to successful full-time employment in a

Job: Accounting / Finance

Primary Location: Ohio-OH-Cincinnati

Shift: 1st - Daytime

Average Hours Per Week: 40

Requisition ID: 180034191

Other Locations: Massachusetts-MA-Home-based, Ohio-OH-Cincinnati, Ohio-OH-Home-based, Missouri-MO-Home-based

U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.