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Company:
Everence
Posted: June 29, 2024
POSITION SUMMARY
Prepare various client and corporate tax reports. Proactively manage the client tax reporting process.
RESPONSIBILITIES AND DUTIES
- Provide oversight and assistance for client tax reporting within Everence Foundation and Everence Trust Company, including the following tax forms or tax concepts:
- Fiduciary income tax returns (1041 and 5227)
- Proper reporting related to 1099DIOB and MISC forms
- Retirement account tax reporting (1099-R and 5498)
- Processing and reporting of federal and state tax payments and EFTPS knowledge
- Wash sales, cost basis adjustments, and taxation of trust assets
- Prepare trust tax returns as well as perform in-depth and cursory reviews of returns as prepared by internal staff and through an outsourced relationship with a tax vendor. Perform applicable maintenance throughout the year in the OneSource Trust Tax system.
- Coordinate federal and state corporate tax return (1120 and 1165) preparation by the external public accounting firm. Compile supporting documentation as requested. Prepare certain corporate state tax forms not outsourced.
- Prepare supporting documentation for preparation of forms 990 and 990-T by external public accounting for four not-for-profit entities.
- Prepare form 5500 for several small employer plans.
- Remit tax withholdings for annuities and prepare reporting with tax authorities.
- Perform other tax accounting services as necessary.
QUALIFICATIONS
Education:
B.S. or B.A. in Accounting or Business, or equivalent experience
Experience:
- One year of accounting experience is required, with an emphasis on tax accounting
- Prior tax experience in public accounting or with a financial services firm is a plus
Skills and Abilities:
- Attention to detail, accuracy, and strong organizational skills are required
- Knowledge of computer accounting systems, query, and spreadsheet tools required
- Advanced use of Microsoft Excel preferred
- Prior experience with OneSource Trust Tax helpful
- The ability to communicate effectively and work as a team
- Respect and promote the mission of Everence
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
Read the full job description and apply online on the recuiter's web-site
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