Trust Tax Coordinator

Bank of Hawaii

Experience: 1+ yrs
Location: Honolulu, Hawaii, United States
Job type: Part-time

Required skills

Outlook
Word
Excel
Access
PowerPoint
OneSource
CCH Practice Management
Thomson Reuters OneSource Trust Tax
Trust Tax Engine

About the role

Under the direction of the Manager, is responsible for performing a broad range of coordination and key administrative activities within the trust tax department. Serves as the operational lead and trust tax system subject matter expert in tax return preparation and processing workflow, ensuring efficient processes, quality client service and compliance with applicable policies and procedures. Coordinates and performs key functions to support timely tax return completion, filing and payment processing with vendors. Recommends processes that will improve operational efficiency and promote quality client service.

Responsibilities

Performs key tax operational activities in the OneSource Trust Tax system and Trust Tax Engine (TTE) platform updates including quarterly estimated tax processes. Monitors status of electronically filed tax returns through our TTE system. Assist with maintaining and receiving accurate client, tax, and staff assignment data and uploads in Practice Management.
Primary coordinator and liaison for outsourced / external tax preparation and information reporting vendor(s). Responsible for tasks including but not limited to regular meetings during tax season, responding to inquiries, obtaining information from account officers and/or trust accounting system, and resolving issues in a timely manner. Coordinates the QA review of a sample of externally prepared vendor items.
Leads monthly accounts receivable process and assists department leadership with accounts payable and management reports, as needed. Performs monthly reconciliation of department suspense accounts, coordinates remittance of withholding tax to taxing authorities.
Coordinates with internal and external partners to ensure periodic tax payments are communicated to account officer(s) and payments processed timely and accurately.
Assists management in meeting compliance and regulatory requirements, including coordinating and gathering information for compliance monitoring and vendor management requirements. Maintains and updates tax department policies, procedures, and desktops, as needed. Maintains department working templates and network folders.
Coordinates with IT partners to maintain and schedule department software updates. Performs testing, as appropriate, prior to rolling out to department staff.
Performs all other miscellaneous responsibilities and duties as assigned.

Qualifications

Bachelor’s degree from an accredited institution or equivalent work experience.
Minimum 1 to 3 years of work experience in taxation or office management/ administration or equivalent work experience. Prior customer service, project management and process improvement experience preferred.
Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems. Working knowledge of tax software including TTE, CCH Practice Management and Thomson Reuters OneSource Trust Tax preferred.
Strong verbal and written communication skills to include interpersonal skills. Collaboration skills to include teamwork, conflict management, negotiation, and problem-solving skills. Ability to handle confidential and highly sensitive material. Must be analytical, detail oriented, organized with project management skills. Consistently demonstrates professional demeanor and presentation. Must have desire to learn tax concepts and practices. Ability to meet deadlines and simultaneously manage multiple projects / assignments with varying deadlines. Must be able to work flexible hours to include evenings, weekends, and holidays as necessary, and during spring and fall tax seasons.

As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.

We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.

About Bank of Hawaii

Provides personal and commercial banking services in the Pacific region.

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