Estate Tax Specialist

Tax Document Preparation Expert

• Responsible for preparing and filing estate tax returns, ensuring timely submission to relevant authorities.
• Monitors the receipt of tax refunds, processing them in a diligent manner.
• Maintains accurate records of estate tax ticklers, updating their status as necessary.

Support Services Provided

• Communicates effectively with administrators and staff regarding client records, filings, and account information.
• Initiates requests for tax payments through the trust accounting system upon receiving direction.

Meetings, Research, and Analysis

• Compiles comprehensive information for Estate Advisory Committee meetings, ensuring all necessary data is presented accurately.
• Completes various transactions and research projects, requiring attention to detail and analytical skills.

Client Communication and Support

• Assists with mailing all tax filings and client correspondence, guaranteeing prompt delivery.

Requirements and Supervision Level

• An experienced para-professional (S2) requires basic knowledge of job procedures and tools, typically obtained through work experience and vocational or technical education.
• Works under moderate supervision, handling routine problems but may occasionally require interpretation or deviation from standard procedures.