Apply Now >>    
Posting Date :
Primary Location :
Atlanta Area, GA US
Work Address :
980 Hammond Drive
Job ID :
Schedule :
Job Description :
Job Description


The primary responsibility of this position is to test to verify adherence to the procedures outlined in  the Practice and Procedures Manual for Fiduciary Tax Reporting while looking for ways to streamline and improve the operations of the department reporting.

Reconcile the SEI list of tax returns and 1099s 


Test for timeliness of trust return preparation


Test for timeliness of mailing of k1s and 1099s


Test for accuracy of returns filed: 1041, 990, 706, 5227/1041A


Review SunTrust Refund Tracking Report monthly.  Review all differences. 


Monthly compare all new W-8s to the SEI system


Review PPM related to Fiduciary Tax Services and verify procedures are being followed while looking for improvements


Test sample Electronic Federal Tax Payments to IRS for proper authorization


Review a sample of IRA applications 


Maintain third party vendor management review and actions


Review and send corporate action reporting 


Conduct all reviews for risk, legal and corporate tax


Requires 5 or more years prior supervisory experience.

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national originTo review the EEO Poster, copy and paste the following link into your browser:
Apply Now >>    
Link for schema