Tax Support Intern

SCHEDULE: Temporary ; Monday through Friday 9:00-5:00 (15-20 hrs. /week) hours may vary by week. May require some Saturdays. January 2025-May 2025.

LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317

SCOPE:

The Tax Intern is responsible for assisting the Trust and Wealth Management Department Tax Team with assigned projects and duties peripheral to income tax reporting.

ACCOUNTABILITIES:

Tax Reporting and Processing

Assist with preparation of materials and delivery to tax preparers

Assist with delivery of Schedule K-1 information to beneficiaries

Capital gain/loss spreadsheets

YE Holdings reports for charitable trusts

Rental and Farm activity work papers

Monitor 65-day distributions for Complex Trusts

Communicate with tax preparers and Trust and Wealth Management staff

Monitor Broadridge MLP tax reporting

Compile information and process electronic tax payments (balance due and estimated tax) by required payment dates

Assist with processing, obtaining signatures, and tracking of tax returns

Save documents to electronic storage

Prepare/Update monthly reports

Assist with monthly tax withholding reconciliations and tax filings

Other

Maintain confidentiality of customer account information

Assist Trust and Wealth Management with special projects as needed

Periodic team check-ins

Perform other duties as assigned

EDUCATION AND SPECIAL REQUIREMENTS:

High school diploma or equivalent required

Prefer junior/senior in college, pursuing business degree

This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Proficiency in Microsoft Suite, specifically Excel, is preferred

Data analytics preferred

EQUAL OPPORTUNITY EMPLOYER