Coordinate all aspects of quarterly estimated tax payments and year end taxes due for Fiduciary accounts; this includes review of payments prior to submitting them and communication with Wealth Advisors.
Analyze tax information, input data, and review return output.
Ensure tax information for accounts with fiscal year end is provided in a timely manner.
Coordinate continuing education opportunities, as appropriate.
Responsible for tax preparation of trust and fiduciary returns, including tax information letters sent to trust clients, returns for charitable entities, and individual income tax returns.
Learn and maintain the tax preparation software used for trust and personal tax returns.
Coordinate all flow of communication and documents between Wealth Advisors, Tax Team, and clients during tax season.
Education and Training
Requires Bachelor's degree in Accounting, Finance, or Economics; CPA preferred.
Tax preparation experience or accounting background preferred.
Requires knowledge of Microsoft Office.
Strong oral and written communication skills
Federal and state laws and regulations
Sophisticated software systems
Excellent time and project management skills
Prepare complex tax returns and research complex tax issues
Analyze and interpret numerical data
Perform duties with frequent interruptions and time pressures
Maintain mental concentration and visual attention for extended periods of time
Analyze and solve problems based on a broad knowledge of many factors and where advanced and technical concepts must be applied
EOE of Minorities/Females/Vets/Disability
Internal Number: TAXSP01215
As of March 31, 2019, First Busey Corporation (Nasdaq: BUSE) was a $9.54 billion financial holding company headquartered in Champaign, Illinois.
Busey Bank, a wholly-owned bank subsidiary with total assets of $7.73 billion as of March 31, 2019, is headquartered in Champaign, Illinois and has forty-four banking centers serving Illinois, thirteen banking centers in the St. Louis, Missouri metropolitan area, five banking centers serving southwest Florida and a banking center in Indianapolis, Indiana. Through the Busey Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of March 31, 2019, assets under care were approximately $7.30 billion. Busey Bank owns a retail payment processing subsidiary, FirsTech, Inc., which processes approximately 28 million transactions per year using online bill payment, lockbox processing and walk-in payments at its 4,000 agent locations in 43 states. More information about FirsTech, Inc. can be found at firstechpayments.com.
Busey Bank was named among Forbes' 2018 Best-In-State Banks-one of five in Illinois and 124 from across the country, equivalent t...o 2.2% of all banks. Best-In-State Banks are awarded for exceptional customer experiences as determined by a survey sample of 25,000+ banking customers who rated banks on trust, terms and conditions, branch services, digital services and financial advice.
TheBANK of Edwardsville, a wholly-owned bank subsidiary of the Company with total assets of $1.81 billion as of March 31, 2019, is headquartered in Edwardsville, Illinois and has nineteen banking centers and one loan production office in the greater St. Louis, MO-IL MSA. Through TheBANK of Edwardsville Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of March 31, 2019, assets under care were approximately $1.59 billion.
For more information about us, visit busey.com and 4thebank.com.