Trust Tax Specialist
The Trust Tax Specialist works with all areas of the Trust & Wealth Management team to facilitate tax preparation on irrevocable trust accounts, to process tax forms required of the department and to ensure timely payment of all taxes for department
Date Posted
July 01, 2022
Type
Full time
Location
Des Moines, IA
Trust Tax Specialist
Position Qualifications: A bachelor’s degree is required with a minimum of 5 years of applicable experience in a bank or accounting firm
- CPA is preferred
- Ability to communicate well, both orally and in writing, maintain complex records, and prepare complete and timely reports.
- Excellent customer relations skills and ability to interact well with professionals, such as attorneys, CPAs, and financial advisors
- Strong analytical and problem-solving skills
- Willingness to attend workshops and seminars and other applicable continuing education to keep current on all new legislation and regulations relevant to the position
- AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER “PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”
Application Instructions If you would like to be considered for this position, please send your resume to Michele Boehmer at mmboehmer@iowastatebanks.com. Thank you!