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Description

Summary:

The Trust Tax Accountant is an integral member of the Trust Tax Services team and assists the Wealth Advisors, Trust Administrators, and Service Specialists in Huntington’s Private Bank segment. We are responsible for not only tax compliance associated with fiduciary and charitable trust accounts, but also in maintaining strict oversight and internal compliance associated with fund movement and account reconciliation. Beyond technical duties, the Trust Tax Services team assists a field of professionals in building trust and strengthening client relationships, advancing Huntington’s core value of Service Heart.

Duties and Responsibilities:

+ o Supports account reconciliation process and documentation/disclosure of account transactions

o Communicates with our third-party tax preparers during tax deadline periods and assists with resolution of open items and issues

o Prepares fund transfers and payment requests

o Delivers technical guidance and conducts research on trust tax issues to support Private Bank colleagues

o Assists with governmental inquiries and audits

o Performs other duties as assigned

Basic Qualifications:

+ Bachelor's Degree

+ 2+ years of related experience

Preferred Qualifications:

o Self-driven professional capable of working independently with minimal supervision

o Proficient in Excel with ability to work efficiently on data analysis and reporting

o Detail oriented

o Strong verbal & written communications skills

o Experience with fiduciary tax compliance, including Forms 1041/5227/990-PF is a plus

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.