The Senior Tax Specialist is responsible for the end-to-end tax lifecycle of complex Estate and Trust accounts. You will fulfill a variety of income tax compliance, planning, and administrative functions, primarily focusing on clients who have lost capacity or are deceased. This role is production-focused and requires the ability to organize electronic working papers in a paperless environment. While you will work closely with internal Trust staff and exte
The Senior Tax Specialist is responsible for the end-to-end tax lifecycle of complex Estate and Trust accounts. You will fulfill a variety of income tax compliance, planning, and administrative functions, primarily focusing on clients who have lost capacity or are deceased. This role is production-focused and requires the ability to organize electronic working papers in a paperless environment. While you will work closely with internal Trust staff and exte
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