Tax Accountant II, Fiduciary Tax Data Analyst, Private Bank
Core
Supports Fiduciary Tax Services through data analysis, tax operations, and technology-enabled solutions for accurate and timely preparation and filing of fiduciary income tax returns.
Role type
Mid-level tax data analyst and operations specialist
Builds
Fiduciary income tax returns, tax payment filings, and compliance reports
Domain
Financial services / Tax compliance
Required skills
Data analysis, Database management, Tax administration, Risk management, Quality assurance, Reporting and analytics, Microsoft Access, Microsoft Excel, Process improvement, Regulatory compliance
Preferred skills
Experience with large data sets, Relational databases, Process automation, Fiduciary income taxation, Financial-services control environments
Technologies
Microsoft Access, Microsoft Excel, AI-enabled tools, Automation solutions
Responsibilities
Analyze and validate large volumes of tax data for fiduciary income tax preparation; Execute and monitor high-volume tax operational processes including payments and electronic filings; Develop and maintain reports, database queries, and analytical tools; Perform data validation and quality-control reviews to identify discrepancies and operational risks; Identify opportunities to streamline processes and improve accuracy through automation; Partner with tax accountants and operations teams on process improvement and testing.
Seniority
Mid-level, hands-on IC
