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Sr. Team Manager, Fiduciary Tax

Company: Charles Schwab
Location: Henderson
Posted on: February 16, 2020

Job Description:

Your OpportunityThe Sr. Trust Tax Team Manager is responsible for the day to day management of a team of assigned tax managers responsible for the initial and ongoing review, analysis, and coordination of tax information required for the filing of trust account tax returns, with a focus on all fiduciary responsibilities. The Manager functions both as a subject matter authority on all tax related items as well as the point of contact for all tax related inquiries. This role assures compliance with all CSTCD policies and procedures, as well as all applicable state and federal regulations in the context of her/his responsibilities.What youre good at

  • Lead, mentor, and coach a team of assigned Tax Managers and Senior Tax Managers to ensure fiduciary tax filings are filed timely, accurately, and in accordance with applicable laws, regulations and internal policies and procedures.
  • Act in both an individual contributor capacity as well as a People Leader Capacity for the following functions:
  • Coordinate with clients, advisors, and trust administrators in answering complex tax questions
  • Review trust documents and file documentation to figure out and/or confirm the appropriate tax return type, state situs, and other significant factors related to accurate tax filings, and to populate said information on the trust accounting system
  • Perform periodic tax reviewsCoordinate with our tax vendor, Ernst & Young, as needed, to ensure accurate and timely tax filings
  • Maintain Tax Oversight Tracking records
  • Ensure all necessary tax returns and extensions are filed by respective deadlines
  • Review tax returns for accuracy and necessity as they are prepared by tax preparation vendor and follow-up with any questions or issues
  • Review and mail all K-1 and grantor letters to beneficiaries for assigned book of accounts
  • Review listings for monies due for tax filings, estimated payments, and extension payments
  • Review and process electronic and check tax payments for Personal Trust accounts
  • Load trust documents, tax notices, and K-1s into the workflow management system, and iManage File Management system, as needed
  • File IRS election and registration forms upon request
  • Investigate and respond to IRS notices
  • Track the receipt of all tax refunds due to trust accounts
  • Investigate any discrepancies between refunds expected and refunds received
  • Other duties as requestedWhat you have
    • 10+ years' experience in fiduciary tax preparation and/or filings, with emphasis in personal trust
    • Outstanding critical thinking, problem solving and analytical skills
    • Self-starter with excellent time management skills. Must be able to work with minimal direct supervision
    • Strong data & document management skills and the ability to coordinate and handle several priorities
    • Excellent verbal and written communications skills
    • Solid knowledge of state and federal fiduciary tax law, regulations, policies, and procedures
    • Solid knowledge of Microsoft Office required
    • Bachelors degree or equivalent experience required
    • EA (Enrollment Agent) designation preferredApply for this jobRefer a friendWhy Schwab?At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-NV-HendersonRequisition ID 2019-49464Posted Date 23 hours ago (2/10/2020 11:27 PM)Category BankingPosition Type Full time

Keywords: Charles Schwab, Las Vegas , Sr. Team Manager, Fiduciary Tax, Executive , Henderson, Nevada

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