The Trusts & Estates (T&E) Tax practice within Wealth Management (WM) plays a key role in delivering a controlled, high-quality tax return process for WM clients. By coordinating outsourced tax preparation and providing technical support on Federal, State, and foreign tax requirements, the team helps ensure accurate filings, timely completion, and strong oversight across a complex trust and estate landscape. This role sits on the Tax Oversight and Controls team and offers high visibility through close partnership with internal T&E groups and senior practice leaders.
Job Responsibilities
* Draft tax clearance memos and compile supporting documentation for review and routing.
* Track open items to completion and maintain clear status updates and follow-through.
* Support sworn document processing by downloading, organizing, and validating required documentation.
* Coordinate logistics for document processing activities ...