Trust Accountant – Trust Administration One Bank Plaza, Wheeling WV
Upper Ohio Valley 37.5 Bachelor’s Degree required (Accounting,
Mathematics) Certified Public Accountant (CPA) or Enrolled Agent
Certification preferred, not required. Credentialing or certified
training in fiduciary taxation preferred, not required. SUMMARY: The
Trust Accountant will be responsible for multiple accounting projects
within the Trust Department and for supporting Trust Officers in the
processing, validation and filing of fiduciary income tax returns
through an automated process. The Trust Accountant will also be
responsible for monitoring data flowing from the Trust Accounting System
(AddVantage) to Fiduciary Tax System (Onesource) throughout the year and
for finding and correcting errors that will impede timely processing of
fiduciary income tax returns at year-end. The Trust Accountant will also
be responsible for various accounting intensive processes that must be
performed each month, such as unitized pooled fund accounting. LOCATION:
This position is hybrid. The employee is split between remote and office
work on a formalized schedule. Consideration for location will be One
Bank Plaza, Wheeling WV. INTERPERSONAL SKILLS: Ability to effectively
present information and respond to questions from Senior Trust Officers
and other office personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES:
Maintains knowledge and full understanding of fiduciary taxation.
Completes all aspects of fiduciary and personal income tax filing for
basic and complicated returns. Maintains knowledge and full
understanding of charitable accounts and Form 990 preparation. Prepares
unitized pooled fund accounting. Completes and reviews account activity
analysis by tax code. Responsible for testing tax system throughout the
year for tax code and mapping integrity. Reports any issues to senior
management. Completes all tax season duties as assigned, including
manually preparing required forms and filings, average asset value
calculations for charitable filings, manual input of balance sheet
assets, administration of tax season tracking reports and coordinates
with outside CPA firms for personal tax prep and Agent for Trustee
accounts. Reconciles Customer Service Account monthly. Prepares 1099 as
needed. Extracts, organizes and presents quality reporting of the trust
accounting system. Also responsible for random sample testing of
departmental reports to ensure accounting accuracy and customized client
reporting. Assists Senior Trust Officer with daily account
administration duties and provide coverage for Senior Trust Officer as
needed. Other duties may be assigned by the supervisor with or without
prior notice. OTHER REQUIREMENTS: Must be capable of independently
completing a wide variety of tax and accounting tasks of a relatively
complex and demanding nature, and willing to undertake projects
requiring a higher skill and experience level. Ability to work in a team
environment within the Tax Department and Trust Operations Ability to
read a Trust document and determine applicable tax reporting rules
Understand the use of technology and multidimensional data analysis
needed to identify problems and test data integrity Professional
demeanor in appearance, interpersonal relations, work ethic and
attitude. Possess clear, concise, effective written and oral
communication skills to effectively express thoughts, ideas and concepts
to bank employees and bank customers. Expected to operate with moderate
independence and solve problems/resolve complaints within established
policies/procedures. High degree of proficiency with Microsoft Excel and
higher level functions within the application. Ability to read,… For
full info follow application link. WesBanco is an Equal Opportunity, AA
Employer. EOE/Minority/Female/Disabled/Veteran
Description SHIFT: Days (rotating weekends)SCHEDULE: Full-timeHourly Wage Estimate: $15.40 – $21.77 / hourLearn more about the for this job.The estimate...
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