Director Trust and Estate Tax

Overview

This position serves as primary resource for tax issues related to existing Wealth clients. Brings proactive thought leadership and insight to the field regarding tax strategies and tax law changes impacting current clients. Works closely with the Bank's external tax vendor and internal tax administrator to ensure tax filings are accurate, timely, and comply with all regulatory rules. Engages with the Estate Settlement Group regarding post-mortem planning, and provides oversight on 706 returns. Engages with Administration to address complicated issues from a tax perspective and consult accordingly.

Responsibilities

• Business and Advisory Strategy - Provides strategic leadership and oversight to the department in order to enhance advisory capabilities. Educates associates to leverage identified tax and estate planning opportunities embedded in client situations. Provides training and guidance on tax, estate, and financial planning issues that enable associates to create appropriate recommendations for client action.

Proactively develops and delivers thought leadership articles, marketing material and presentations.

Internal Tax Consultation - Leads internal tax consultation delivery to relationship management teams addressing tax implications of account dynamics and proposed planning techniques.

Managerial Functions - Manages the preparation of tax or information returns for Wealth clients to ensure accuracy, efficiency, and compliance with all applicable regulations.  Establishes and monitors expectations to achieve group goals. Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives Maximizes department achievements by providing professional development.

Qualifications

Bachelor's Degree and 10 years of experience in Trust, Probate, or Tax OR High School Diploma or GED and 14 years of experience in Trust, Probate, or Tax

Preferred Skills : Certified Public Accountant (CPA) or Juris Doctor (JD)

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https : / / jobs.firstcitizens.com / benefits.

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Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.