Huntington National Bank

Trust Tax Services Manager

Huntington National Bank

full-time

Posted on:

Location Type: Hybrid

Location: Columbus • Ohio • Texas • United States

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Job Level

SeniorLead

About the role

  • Oversight and management of annual tax compliance for Huntington’s Private Bank segment to ensure timely and accurate completion of fiduciary tax filings
  • Active involvement in the reconcilement and communication of tax payment processing for fiduciary tax returns (Forms 1041, 990-PF, and 5227)
  • Primary liaison between the third-party public accounting firm and the service specialists, wealth managers, and trust administrators you will be supporting
  • Internal point of contact for escalation and resolution of tax problems
  • Standard management responsibilities such as management of departmental policies and procedures, risk assessment, vendor payments, and procedural audits
  • Review of Trust Agreements, Wills, and Estate filings to identify Generation Skipping Tax issues
  • Responsible for annual compliance filings with Federal and State governments relating to withholding taxes
  • Primary lead for informational tax reporting such as abatement of TIN matching notices, W8-BEN review and Non-Resident Alien withholding issues, and Required Minimum Distribution calculation and communication

Requirements

  • Bachelor's Degree (accounting major preferred)
  • 10+ years of relevant experience in fiduciary tax and trust administration (leadership role preferred)
  • Background in fiduciary income taxation and estate taxation
  • Strong verbal & written communications skills
  • Self-driven professional capable of working independently with minimal supervision
  • Proficient in Excel with ability to work efficiently on data analysis and reporting
  • Juris Doctor (JD), Master of Laws (LL.M.) in Taxation and Certified Public Accountant (CPA) designation (preferred)
  • Experience with FIS AddVantage, SEI Wealth Platform, Thomson Reuters OneSource, Ohio Business Gateway, and EFTPS Batch Provider (preferred)
Benefits
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
fiduciary tax compliancetax payment processingdata analysisreportingtax filingsrisk assessmentprocedural auditsGeneration Skipping Taxwithholding taxesRequired Minimum Distribution calculation
Soft Skills
verbal communicationwritten communicationself-drivenindependent workmanagementproblem resolutionliaisonorganizational skillsleadershipinterpersonal skills
Certifications
Juris Doctor (JD)Master of Laws (LL.M.) in TaxationCertified Public Accountant (CPA)