Responsible for preparing fiduciary income tax returns and Forms 1099 for trust and agency accounts in the Wealth Management Division. The incumbent provides the highest quality of service to every client.
Prepares fiduciary income tax returns and forms 1099 for review, including but not limited to organizing, scrubbing and preparing tax data and setting up new account tax information within the system
Computes quarterly fiduciary estimated tax
Prepares federal estate tax returns for review
May prepare estate inventories and accountings
Reviews date of death valuations of securities and cost basis adjustments
Prepares decedent’s individual income tax returns for review
Corresponds with and resolves issue with IRS and IDR
Coordinates individual income tax returns with outside preparers
Bachelor’s degree or equivalent work experience; an undergraduate degree in accounting is preferred and helpful
Minimum of five years of experience preparing fiduciary tax returns
High level of initiative, and the ability to work with minimal direct supervision
High degree of accuracy and attention to detail
Ability to interpret data and solve problems
Ability to organize and prioritize tasks
Computer proficiency, especially with Microsoft Excel and Access; experience using OneSource Trust Tax software system is a plus
Proven verbal and written communication skills, with strong emphasis placed on responsiveness and customer service skills
Excellent interpersonal skills, exhibiting a high degree of professionalism
Strong team orientation and demonstrated work ethic
About The National Bank of Indianapolis
A Stable and Growing Employer:
The National Bank of Indianapolis is the largest, locally owned, national bank in greater Indianapolis. Since opening our doors in 1993, we have grown from 18 employees to more than 330 employees. Our strength and success in serving the local market is directly attributable to our talented staff. With greater than 90% staff retention year after year, and with a highly competitive benefit package, our staff enjoy a sense of stability not always experienced in the general work environment. Benefits include but are not limited to: medical/dental/vision/life insurance, vacation, personal time, holidays, tuition reimbursement, 401(k), profit sharing, and wellness benefits.
Who We Are Looking For:
The National Bank of Indianapolis has assembled our talented staff by hiring only the best, whether highly experienced professionals or those just entering the workforce. We are looking for those who are committed to delivering superior service to our clients and superior teamwork to their co-workers. Along with the relevant knowledge and experience, The National Bank of Indianapolis requires its employees to have both a high degree of professionalism and a commitment to excellence.