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Tax Analyst

Description


The Tax Analyst is a tax professional with subject matter expertise responsible for the preparation of fiduciary, charitable and individual income tax reporting for Key Private Bank relationships. The position lends a critical eye to annual and periodic tax reporting. Provides advice to other members of the client service team that is proactive and relevant; and follows through to ensure that year-end tax reporting supports the implementation of the advice. Prepares presentations of tax advice and strategies to internal and external clients and audiences based on subject matter expertise.
ESSENTIAL JOB FUNCTIONS
Prepare tax returns:

• Review and maintain tax information on trust accounting system and vendor tax system

• Investigate client transactions to determine appropriate tax treatment

• Assist fiduciary and portfolio strategists with client meetings, cash flow needs for tax payments and income tax impact of selected investments

• Assemble all necessary tax information for assigned trust accounts

• Prepare tax returns for a more complex set of assigned accounts
o Fiduciary
o Charitable
o Individual
  • Calculate and pay quarterly estimated taxes for assigned set of accounts
  • Prepare and present topical research to internal and external audiences.

• Respond to queries from trust administrators and clients

• Manage and respond to taxing authority requests

Maintain tax professional knowledge:

• Participate in professional training opportunities including seminars and self –learning opportnities

• Perform related duties within department including maintenance of trust database

• Maintain own files, purge and transfer to record center

Actively participate on the Trust Tax team:
  • Provide backup and support for other members of the team.
  • Serve as a resource for the team on projects as needed

REQUIRED QUALIFICATIONS
  • 4 years of college or equivalent work experience, accounting or finance preferred.
  • Must have bank trust tax experience or its equivalent in a high volume fiduciary tax preparation setting
  • Must have ability to plan own workflow to meet strict tax deadlines..
Compentencies
Communication: Speaks effectively, writes well, listens to others.
Problem Solving: Analyzes issues, decision/solution effectiveness, follows through.
Personal Effectiveness: Detail oriented, demonstrates adaptability, develops oneself, personal organization.
Leadership: Promotes a professional team atmosphere that encourages the open expression of ideas and opinions leading to a successful client service environment. Supports business objectives through active advocacy and behavioral adoption.

ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

ABOUT THE BUSINESS:
KeyBank has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. KeyBank’s Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the KeyBank Leadership team and its business groups. The Corporate Center protects and enhances Key’s brand through thoughtful and deliberate messaging and responsible banking. Our proactive approach and significant expertise engage both internal and external constituents – employees, clients, shareholders, investors, regulators, legislators, community advocates – by adding value, positively influencing their perceptions, and instilling a sense of confidence in Key.

FLSA STATUS:Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Requirements

 

Job Snapshot

Location US-OH-Brooklyn
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance, Banking
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Company Overview

KeyBank

Clients are the foundation of KeyBank. They make it possible for us to reach our number one goal of profitably growing revenue. Delivering exceptional client service makes that happen. As a member of our client services team, you will not only help us reach that goal, but you'll also have the opportunity to grow and thrive in a best-in-class organization. Learn More

Contact Information

US-OH-Brooklyn
Snapshot
KeyBank
Company:
US-OH-Brooklyn
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance, Banking
Store Type:

Description


The Tax Analyst is a tax professional with subject matter expertise responsible for the preparation of fiduciary, charitable and individual income tax reporting for Key Private Bank relationships. The position lends a critical eye to annual and periodic tax reporting. Provides advice to other members of the client service team that is proactive and relevant; and follows through to ensure that year-end tax reporting supports the implementation of the advice. Prepares presentations of tax advice and strategies to internal and external clients and audiences based on subject matter expertise.
ESSENTIAL JOB FUNCTIONS
Prepare tax returns:

• Review and maintain tax information on trust accounting system and vendor tax system

• Investigate client transactions to determine appropriate tax treatment

• Assist fiduciary and portfolio strategists with client meetings, cash flow needs for tax payments and income tax impact of selected investments

• Assemble all necessary tax information for assigned trust accounts

• Prepare tax returns for a more complex set of assigned accounts
o Fiduciary
o Charitable
o Individual
  • Calculate and pay quarterly estimated taxes for assigned set of accounts
  • Prepare and present topical research to internal and external audiences.

• Respond to queries from trust administrators and clients

• Manage and respond to taxing authority requests

Maintain tax professional knowledge:

• Participate in professional training opportunities including seminars and self –learning opportnities

• Perform related duties within department including maintenance of trust database

• Maintain own files, purge and transfer to record center

Actively participate on the Trust Tax team:
  • Provide backup and support for other members of the team.
  • Serve as a resource for the team on projects as needed

REQUIRED QUALIFICATIONS
  • 4 years of college or equivalent work experience, accounting or finance preferred.
  • Must have bank trust tax experience or its equivalent in a high volume fiduciary tax preparation setting
  • Must have ability to plan own workflow to meet strict tax deadlines..
Compentencies
Communication: Speaks effectively, writes well, listens to others.
Problem Solving: Analyzes issues, decision/solution effectiveness, follows through.
Personal Effectiveness: Detail oriented, demonstrates adaptability, develops oneself, personal organization.
Leadership: Promotes a professional team atmosphere that encourages the open expression of ideas and opinions leading to a successful client service environment. Supports business objectives through active advocacy and behavioral adoption.

ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

ABOUT THE BUSINESS:
KeyBank has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. KeyBank’s Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the KeyBank Leadership team and its business groups. The Corporate Center protects and enhances Key’s brand through thoughtful and deliberate messaging and responsible banking. Our proactive approach and significant expertise engage both internal and external constituents – employees, clients, shareholders, investors, regulators, legislators, community advocates – by adding value, positively influencing their perceptions, and instilling a sense of confidence in Key.

FLSA STATUS:Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Requirements

 
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