Partnership Tax Manager providing tax consulting services for partnership clients with resources to excel. Collaborating with the Partnership Tax team for tax savings opportunities.
About the role
- Trust Tax Services Manager leading the Trust Tax Services team at Huntington’s Private Bank. Ensuring timely fiduciary tax compliance and maintaining client relationships while managing a team.
Responsibilities
- Oversight and management of annual tax compliance for Huntington’s Private Bank segment to ensure timely and accurate completion of fiduciary tax filings
- Active involvement in the reconcilement and communication of tax payment processing for fiduciary tax returns (Forms 1041, 990-PF, and 5227)
- Primary liaison between the third-party public accounting firm and the service specialists, wealth managers, and trust administrators you will be supporting
- Internal point of contact for escalation and resolution of tax problems
- Standard management responsibilities such as management of departmental policies and procedures, risk assessment, vendor payments, and procedural audits
- Review of Trust Agreements, Wills, and Estate filings to identify Generation Skipping Tax issues
- Responsible for annual compliance filings with Federal and State governments relating to withholding taxes
- Primary lead for informational tax reporting such as abatement of TIN matching notices, W8-BEN review and Non-Resident Alien withholding issues, and Required Minimum Distribution calculation and communication
Requirements
- Bachelor's Degree (accounting major preferred)
- 10+ years of relevant experience in fiduciary tax and trust administration (leadership role preferred)
- Background in fiduciary income taxation and estate taxation
- Strong verbal & written communications skills
- Self-driven professional capable of working independently with minimal supervision
- Proficient in Excel with ability to work efficiently on data analysis and reporting
- Juris Doctor (JD), Master of Laws (LL.M.) in Taxation and Certified Public Accountant (CPA) designation (preferred)
- Experience with FIS AddVantage, SEI Wealth Platform, Thomson Reuters OneSource, Ohio Business Gateway, and EFTPS Batch Provider (preferred)
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Tax Associate reviewing and signing U.S. and multi - state tax returns at RMW Accounting. Engaging in tax projections, consulting, and various client projects while adhering to ethical standards.
Partner leading client engagements, mentoring talent, and expanding market presence at Aprio. Delivering excellence in client service while driving revenue growth and operational effectiveness.
Partner role at Aprio, responsible for client leadership, market expansion, and talent development within tax services. Drive revenue growth and operational effectiveness in a leadership capacity.
Join PwC as an Associate in Global Tax & Transfer Pricing. Collaborate with teams on international tax strategy and value chain optimisation from Ghent.
Junior Indirect Tax Consultant providing expertise in VAT and customs at PwC Belgium. Collaborating with international teams to advise on tax regulations for clients.
Tax Quality & Compliance Manager overseeing quality and compliance for Fordham Business Advisory practice. Ensuring consistent quality service and adherence to regulatory obligations in a hybrid work environment.
Intern contributing to product management tasks in tax solutions at PwC. Engaging in market research and collaborating with cross - functional teams.
Associate in Tax Innovation User Experience team at PwC focusing on user - centric designs and usability testing. Engaging with clients and enhancing their product experiences.
Tax Innovation Associate role in PwC focusing on software development and product management within Tax practice. Engaging in product strategy execution and customer relationship management.