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Alerus Financial

Excelsior, Minnesota

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Country Bank

Ware, Massachusetts

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Francis Financial, Inc.

New York, New York

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Francis Financial, Inc.

New York, New York

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WEBSTER FIVE CENTS SAVINGS BANK

Worcester , Massachusetts

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Stamford, Connecticut

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The Commerce Bank of Oregon

Portland, Oregon

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First National Bank of America

Traverse City, Michigan

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Joliet, Illinois

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Covington, Louisiana

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Creve Coeur, Missouri

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NEW ORLEANS, Louisiana

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Urbana, Illinois

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Middlesex Savings Bank

Acton, Massachusetts

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Independent Bank

Ionia, Michigan

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Carmel, Indiana

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Tax Specialist I
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 and clients 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 for investment accounts. Responsible for tax preparation of individual income tax returns. Learn and efficiently use


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