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The National Bank of Indianapolis
Indianapolis, Indiana
FORRESTER, HART, BELISLE & WHITAKER, PL.
Fort Myers, Florida
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Tax Specialist
Role and Responsibilities Oversight of all tax filings for a current client roster of 12 families. Responsible for assuring that all tax filings are completed in a high quality, timely (by the IRS imposed deadlines or sooner) and efficient manner. G1 does not prepare tax returns; the Tax Manager would be G1’s primary point person for our various external accounting firms, which are typically the well-known medium to large accounting firms. These firms have dedicated accounting teams assigned to G1 and its families. Types of Returns: 1040’s, 1041’s, 1065’s, 1120-S’s, 1120-C’s, 990-PF’s, 709’s, 706’s, as well as SALT filings. There are some, but very few, international filings as well (ex: Canadian income tax return). The
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