Tax Accountant – Commerce Trust Company, 08 Commerce Bank

Description

Location: Clayton (8000 Forsyth)

Time Type: Full time

Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client’s unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance’s Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.

The main purpose of this job is to ensure accurate and timely preparation, filing, and administration of tax returns, including individual, tax-exempt, partnership, gift, estate and fiduciary returns

Responsibilities

  • Ensure accurate and timely preparation, filing, and administration of tax returns, including individual, tax-exempt, partnership, gift, estate and fiduciary returns
  • Serve as a local resource for consulting and technical tax research in a wide area of taxation for external and internal clients
  • Build relationships with internal and external partners and enhance the ability of the Commerce Trust Company to expand its trust/investment management opportunities with current and prospective high net-worth clients
  • Coordinate scanning documentation into tax preparation software, maintaining organization of electronic files associated with each client, monitoring of deadlines and tracking of work status through maintaining CCH Practice Management
  • Perform other duties as assigned

Qualifications / Requirements

Knowledge, Skills & Abilities Required

  • Intermediate knowledge of tax preparation systems
  • Excellent analytical and technical skills in a team and multi-location environment with high focus on client service
  • Strong skill set working in an integrated software and paperless tax preparation environment
  • Ability to efficiently manage, monitor, plan, execute, direct and complete multiple tax projects on an independent basis
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Intermediate level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

  • Bachelor’s degree or equivalent combination of education and experience required
  • 2 + years experience in a tax practice required
  • Experience with the preparation of individual, trust and partnership tax returns required
  • CPA preferred or working toward certification required
  • Experience with private foundations and/or charitable trusts preferred

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