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First Southwest Bank Logo
First Southwest Bank

Durango, Colorado


Norwood, Massachusetts

Great Lakes Dental Partners Logo
Great Lakes Dental Partners

Chicago, Illinois

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Tax Specialist II
WHAT YOU'LL DO The Tax Specialist is responsible for coordinating various aspects of tax reporting, the preparation of trust, individual and charitable tax returns, interacting with Wealth Advisors on tax related matters, and for the maintenance of the tax preparation systems. WHAT YOU'LL BRING Duties: 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. Tax research.

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