Senior Tax Accountant - Commerce Trust

About Working at Commerce

• Building a career here is more than just steps on a ladder. It’s about helping
• people find financial safety and success, helping businesses thrive, and making
• sure people and their money are taken care of. And our commitment doesn’t stop
• there. Our culture is about our people, the ones in our communities and the ones
• that work with us.

• Here, you’ll find opportunities to grow and learn, to connect with others, and
• build relationships with the people around you. You’ll have the space and
• resources to grow into the best version of yourself. Because our number one
• investment is you.

• Creating an award-winning culture doesn't come easy. And after 160 years, we
• know Commerce Bank is only at its best when our people are. If this sounds
• interesting to you, keep reading and let’s talk.

• Compensation Range

• Annual Salary: $93,000.00 - $109,000.00 (Amount based on relevant experience,
• skills, and competencies.)

• For more than a century, Commerce Trust has been a leading provider of wealth
• management services including financial planning, estate and tax planning,
• investment management, private banking and trust administration services. Our
• approach to wealth management means assembling a team of seasoned wealth
• management professionals across disciplines who collaborate to ensure each
• client’s financial journey is uniquely crafted for their goals. Commerce Trust
• is a division of Commerce Bank.

About This Job

• The main purpose of this job is to be responsible for accurate and timely
• preparation, filing and administration of tax returns. This position will build
• relationships with internal and external partners and enhance the ability of the
• Commerce Trust Company to expand its trust/investment management opportunities
• with current and prospective clients.

• Essential Functions

• Ensure accurate and timely preparation/review, filing, and administration of

tax returns, including individual, tax-exempt, partnership, gift, estate and

fiduciary returns

• Serve as a local resource for consulting and technical tax research in a wide

area of taxation for external and internal clients

• Build relationships with internal and external partners and enhance the

ability of the Commerce Trust Company (CTC) to expand trust/investment

management opportunities with current and prospective high net-worth clients

• Coordinate scanning documentation into tax preparation software, maintaining

organization of electronic files associated with each client, monitoring of

deadlines and tracking of work status through maintaining Commerce Clearing

House (CCH) practice management

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong working knowledge of estate, gift, trust, nonprofit, individual and

generation-skipping transfer tax is mandatory

• Specialization in one or more return types

• Advanced knowledge of trust services including administration, tax law and

investments and capacity to identify problems and recommend solutions in an

advice-based context

• Advanced knowledge of business terms, trust and investment relationships and

ability to interpret and summarize provisions of complex legal trust, real

estate and corporate business documents

• Excellent analytical, technical and communication skills in a team and

multi-location environment with high focus on client service.

• Strong skill set working in an integrated software and paperless tax

preparation environment.

• Motivated and organized self-starter with strong attention to detail and the

ability to manage, plan and execute multiple priorities with limited

supervision

• Inquisitive, agile and strong team player with excellent written, verbal and

interpersonal communication skills with a high focus on client services

• Ability to remain adaptable and resilient to all situations with an

optimistic outlook and cast a positive shadow that is aligned with our

culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel, Outlook and tax

preparation (CCH ProSystems fx)

Education & Experience

• Bachelor’s degree in accounting or equivalent combination of education and

experience required.  Master’s degree preferred.

• 5+ years of experience in the preparation, review and filing of tax returns

with focus on Individual, fiduciary, nonprofit and partnership returns

required

• CPA certification and/or equivalent work experience in fiduciary, estate, or

income taxation required

***For individuals applying, assigned and/or hired to work in areas with pay

transparency requirements, Commerce is required by law to include a reasonable

estimate of the compensation range for some roles.  This compensation range is

for the Senior Tax Accountant - CTC job and contemplates a wide range of factors

that are considered in making compensation decisions, including but not limited

to location, skill sets, education, relevant experience and training, licensure

and certifications, and other business and organizational needs. The disclosed

range estimate has not been adjusted for any applicable differentials

(geographic, bilingual, or shift) that could be associated with the position or

where it is filled. At Commerce, compensation decisions are dependent on the

facts and circumstances of each situation. A reasonable estimate of the current

base pay is $93,000 to $109,000 annually.  This position will be eligible for

additional compensation through performance-based incentive plan(s) that will

correspond to meeting performance goals.

#LI-SN1

The candidate selected for this position may be eligible for the following

employment benefits: employer sponsored health, dental, and vision insurance,

401(k), life insurance, paid vacation, and paid personal time. In addition, we

offer career development, education assistance, and voluntary supplemental

benefits.  Click here [https://careers.commercebank.com/us/en/benefits] to learn

more.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type

• Full time