Job Description
Job Description:
Under the direction of the Manager, is responsible for performing a broad range of coordination and key administrative activities within the trust tax department. Serves as the operational lead and trust tax system subject matter expert in tax return preparation and processing workflow, ensuring efficient processes, quality client service and compliance with applicable policies and procedures. Coordinates and performs key functions to support timely tax return completion, filing and payment processing with vendors. Recommends processes that will improve operational efficiency and promote quality client service. Assists in business unit s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
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Under the direction of the Manager, is responsible for performing a broad range of coordination and key administrative activities within the trust tax department. Serves as the operational lead and trust tax system subject matter expert in tax return preparation and processing workflow, ensuring efficient processes, quality client service and compliance with applicable policies and procedures. Coordinates and performs key functions to support timely tax return completion, filing and payment processing with vendors. Recommends processes that will improve operational efficiency and promote quality client service. Assists in business unit s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
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