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Wilmington, DE 19893
Essential Duties and Responsibilities:
+ Review/preparation of annual tax reporting forms required by various trusts, most notably Form 1041: Fiduciary Income Tax Returns and related state income tax forms.
+ Review/preparation of other tax forms as needed relating to distributions, gifts, estate, and generation skipping taxes for the trust and its beneficiaries.
+ Review/preparation of tax return extensions and estimated tax payments.
+ Address income tax preparation issues, such as taxable income and expense allocations, specific deductions and miscellaneous itemized deductions, income distribution deduction calculation, relation of principal and income law regarding distributable net income, and the treatment of capital gains and losses.
+ Communicate and cultivate relationships with Trust Administrators, Trust Accountants, Legal Counsel and others to address issues relating to trusts and their respective beneficiaries.
+ Develop and maintain open communication with clients and other third-party support service providers such as CPAs and Legal Counselors.
+ Research and prepare tax memorandums supporting material tax positions.
+ Support and contribute to the establishment of meaningful, effective and efficient tax processes and procedures for filing complete, accurate and timely tax returns.
+ Ability to mentor and share tax knowledge with others.
+ Bachelor?s degree in accounting, taxation or other related field of study
+ A minimum of three years of experience in taxation
+ Knowledge of directed trust tax issues is strongly preferred
+ Detail-oriented with excellent communication skills