Provide guidance to the Finance and Operations teams to ensure transactions are recorded accurately for accounting and tax purposes.
Quarterly review of trusts to determine proper estimated tax payments and project balance due with extension/return and coordinate with Trust Officers and Admins.
Income tax prep and tax planning - trust corporate and partnership returns primarily.
Prepare entity-specific workpapers aligned with individual asset holdings and filing requirements, encompassing monthly breakpoint income allocations as well as tax-basis and market-value capital accounts and ownership percentage roll forwards.
