Tax Support Intern - Hills Bank
North Liberty, IA
About the Job
SCHEDULE: Temporary; Monday through Friday 9:00-5:00 (15-20 hrs. /week) *hours may vary by week. May require some Saturdays. January 2025-May 2025.
LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317
SCOPE:
The Tax Intern is responsible for assisting the Trust and Wealth Management Department Tax Team with assigned projects and duties peripheral to income tax reporting.
ACCOUNTABILITIES:
Tax Reporting and Processing
- Assist with preparation of materials and delivery to tax preparers
- Assist with delivery of Schedule K-1 information to beneficiaries
- Capital gain/loss spreadsheets
- YE Holdings reports for charitable trusts
- Rental and Farm activity work papers
- Monitor 65-day distributions for Complex Trusts
- Communicate with tax preparers and Trust and Wealth Management staff
- Monitor Broadridge MLP tax reporting
- Compile information and process electronic tax payments (balance due and estimated tax) by required payment dates
- Assist with processing, obtaining signatures, and tracking of tax returns
- Save documents to electronic storage
- Prepare/Update monthly reports
- Assist with monthly tax withholding reconciliations and tax filings
Other
- Maintain confidentiality of customer account information
- Assist Trust and Wealth Management with special projects as needed
- Periodic team check-ins
- Perform other duties as assigned
EDUCATION AND SPECIAL REQUIREMENTS:
- High school diploma or equivalent required
- Prefer junior/senior in college, pursuing business degree
- This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Proficiency in Microsoft Suite, specifically Excel, is preferred
- Data analytics preferred
EQUAL OPPORTUNITY EMPLOYER
Source : Hills Bank