Trust Tax Accountant-Senior

Huntington National BankColumbus, OH
1dHybrid

About The Position

The Trust Tax Accountant is an integral member of the Trust Tax Services team and assists the Wealth Advisors, Trust Administrators, and Service Specialists in Huntington’s Private Bank segment. We are responsible for not only tax compliance associated with fiduciary and charitable trust accounts, but also in maintaining strict oversight and internal compliance associated with fund movement and account reconciliation. Beyond technical duties, the Trust Tax Services team assists a field of professionals in building trust and strengthening client relationships, advancing Huntington’s core value of Service Heart.

Requirements

  • Bachelor's Degree (accounting major preferred)
  • 5+ years of related experience
  • Proficient in Excel with ability to work efficiently on data analysis and reporting
  • Self-driven professional capable of working independently with minimal supervision

Nice To Haves

  • Certified Public Accountant (CPA) designation
  • Experience with fiduciary tax compliance, including Forms 1041/5227/990-PF is a plus

Responsibilities

  • Supports account reconciliation process and documentation/disclosure of account transactions
  • Communicates with our third-party tax preparers during tax deadline periods and assists with resolution of open items and issues
  • Prepares fund transfers and payment requests
  • Delivers technical guidance and conducts research on trust tax issues to support Private Bank colleagues
  • Assists with governmental inquiries and audits
  • Performs other duties as assigned
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