Fiduciary Tax Manager
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Job Location:
Waukesha, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Prairie Trust a division of Waukesha State Bank is seeking an experienced Fiduciary Tax Manager to oversee all aspects of fiduciary tax compliance for our trust and wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income estate gift personal income and IRA-related tax returns. Serving as a subject matter expert the Fiduciary Tax Manager will consult with clients and attorneys on complex estates and administrative trusts provide tax planning guidance support estate administration matters and collaborate with internal teams and external partners to deliver exceptional service.
The ideal candidate brings at least five years of experience in fiduciary estate and gift taxation within a trust department accounting firm or law firm along with strong technical research and communication skills. A CPA MST or JD is a plus. If you enjoy working independently improving processes mentoring others and building trusted relationships in a community bank environment this is an opportunity to make a meaningful impact at Prairie Trust.
Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized one-on-one approach to banking and an emphasis on customer service.
This is an onsite position in Waukesha County WI
Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Required Experience:
Manager
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
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