Senior
Fifth Third Bank, National Association · Grand Rapids, Michigan · On-site
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Prepare and review complex fiduciary and related tax returns for high net worth trust and estate clients.
Worth knowing: Responsible for about 750 complex trust accounts
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Wealth & Asset Management Senior Trust Tax Accountant II possesses an advanced comprehension of fiduciary tax compliance. The individual works under minimal, if any, supervision directly with internal and external clients, including Trust Officers, Co-trustees, account owners, grantors, and beneficiaries to prepare all required tax filings for approximately 750 of the department's most complex accounts. The individual assists in the tax return review process and has developed into a technical and procedural resource for the department. In addition to the preparation of fiduciary income tax returns (Forms 1041, 1099, and 5227), the individual prepares other complex ancillary client returns including charitable entity returns (Forms 990 & 990PF), individual returns(Forms1040,1099R,5498),partnership returns (Forms 1065 and 1120S), and gift and estate tax returns (Forms 709, 706 GS(T), and 706 GS(D)). The Wealth & Asset Management Senior Trust Tax Accountant II serves as a tax subject matter expert for Trust Officers and Trust Specialists, as well as Wealth Management Advisors to meet the information needs required to provide an excellent customer experience and to reduce risk and sustain the growth of the line of business. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Demonstrates a highly-developed technical knowledge required to understand and apply the principles of fiduciary accounting and taxation. Demonstrates an understanding of advanced trust and estate planning concepts. Responsible for the timely and accurate completion of assigned tax returns and the preparation of the appropriate work-papers and audit trail for those accounts.
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