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Posting Date :
10-30-2017
Primary Location :
Atlanta Area, GA US
Work Address :
980 Hammond Drive
Job ID :
W444135
Schedule :
Full-time
:
Fiduciary-Tax-Reporting-Quality-Assurance-Manager,-Private-Wealth-Management-(Atlanta,-GA)
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


Qualifications



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: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf
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