Hancock Whitney

Supervisor, Trust Tax

Hancock Whitney

full-time

Posted on:

Location Type: Office

Location: New Orleans • Alabama • Louisiana • United States

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About the role

  • Prepares, supervises preparation, and reviews complex tax returns and other filing requirements.
  • Reviews income and expense postings for accuracy and determines their proper tax character.
  • Reallocates mutual fund income among the various types of taxable and nontaxable income.
  • Supervises calculation of quarterly estimated tax payments for all fiduciary accounts.
  • Reviews and prepares tax return extension forms.
  • Reviews and responds to IRS notices and correspondences in a timely manner and ensures a resolution of the issue.
  • Reviews and interprets relevant tax laws.
  • Researches and reviews research of Trust, estate and nonprofit tax law issues, applying research results, and writing tax memoranda.
  • Recognizes tax related issues on all personal Trust accounts.
  • Properly addresses special issues of deceased individuals and reviews preparation of date of death valuation reports for basis step-up.
  • Maps data from the Trust accounting system to the Trust tax preparation system.
  • Uses knowledge of Trust accounting and tax systems to ensure proper account coding.
  • Provides advice and guidance to relationship managers and administrators on personal Trust accounts.
  • Uses understanding of Trust tax and Financial Accounting rules to perform financial analysis and solve accounting problems as needed.

Requirements

  • Bachelor’s Degree preferably in Business, Finance, or Accounting.
  • 5+ years of tax accounting experience required preferably in Trust Administration or related field.
  • 7+ years of related experience preferred.
  • An equivalent combination of education, experience and training may be considered.
  • Licensed Certified Public Accountant Preferred.
  • Thorough understanding of Trust Tax and Financial Accounting Rules as well as the ability to apply these principles in order to perform financial analyses and to solve accounting problems required.
  • Must have advanced and current knowledge of federal tax laws, regulations and advisories.
  • Advanced knowledge of Trust products and administration.
Benefits
  • Equal Opportunity/Affirmative Action Employers.
  • All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Applicant Tracking System Keywords

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Hard Skills & Tools
tax returns preparationtax law interpretationfinancial analysisaccount codingtax memoranda writingIRS correspondence managementquarterly estimated tax payments calculationTrust accountingnonprofit tax lawmutual fund income allocation
Soft Skills
supervisionadvice and guidanceproblem solvingattention to detailcommunication
Certifications
Certified Public Accountant