Hancock Whitney · 11 hours ago
Supervisor, Trust Tax
New Orleans, LA
Full-time
Onsite
Senior Level
5+ years expHancock Whitney is a financial services company seeking a Supervisor, Trust Tax to provide timely and accurate tax services for Trust and Asset Management. The role involves supervising tax filing requirements and providing technical assistance to less experienced staff, particularly in managing complex fiduciary accounts.
BankingFinancial Services
Responsibilities
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
Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems
Qualification
Required
Bachelor's Degree preferably in Business, Finance, or Accounting
5+ years of tax accounting experience required preferably in Trust Administration or related field
An equivalent combination of education, experience and training may be considered
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
Preferred
7+ years of related experience preferred
Licensed Certified Public Accountant Preferred
Company
Hancock Whitney
Hancock Whitney is offers a wide array of banking and financial services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Achary
CFO
Shane Loper
Chief Operating Officer
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