FIS

Lead Representative – Tax Accounting

FIS

full-time

Posted on:

Location Type: Office

Location: Milwaukee • Florida • New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $0 - $999,999,999 per year

Job Level

Senior

About the role

  • Manage trust tax accounts; ensuring accurate, timely processing across multiple tax returns and filings
  • Solve complex business issues from strategy to execution
  • Prepare 1041, 5227, and 990-series tax returns
  • Analyze and resolve all questions or problems that may arise associated with the returns and tax filings
  • Review trusts and private foundations quarterly to make the most tax beneficial estimated tax payments
  • Work with the FIS accounting system and OneSource tax software to manage tax processing and prepare tax returns and filings
  • Respond to correspondence from the Internal Revenue Service and various state tax authorities regarding issues or examinations arising from the preparation of tax returns or other tax filings
  • Develop and maintain procedures surrounding tax activities and controls to ensure compliance with corporate, regulatory, and audit requirements
  • Identify and address client needs, building a strong professional network and cordial relationships

Requirements

  • Bachelor’s degree in accounting or finance, or commensurate business experience
  • Typically, 5+ years of experience with US trust taxation
  • Rewarding experience in Form 1041 (Trust Returns), Estate Returns, Foundation Returns, Gift Tax Returns
  • Sound technical knowledge of US trust tax.
  • Strong analytical and problem‑solving skills with the ability to handle high-volume workloads
  • Excellent organizational, communication, and documentation skills
  • Ability to work independently while supporting team and departmental objectives
  • Committed availability during tax seasons
  • Hands-on proficiency with OneSource tax accounting software (added bonus)
  • Experience at a Big Four accounting firm (added bonus)
Benefits
  • Competitive salary and benefits
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
US trust taxationForm 1041Form 5227Form 990tax returnstax filingsanalytical skillsproblem-solving skillshigh-volume workload managementtax compliance
Soft Skills
organizational skillscommunication skillsdocumentation skillsindependent workteam supportclient relationship buildingprofessional networkingcordial relationshipsstrategic thinkingexecution skills
Certifications
Bachelor’s degree in accountingBachelor’s degree in finance