Senior Trust Tax Strategist

A leading retirement services firm based in Charlotte, NC, is looking for a Trust Tax Analyst. This role is responsible for gathering tax documentation and reviewing fiduciary income tax returns, like the 1041, 990, 990PF, and 5227. The ideal candidate should have at least 3 years of experience in tax preparation, preferably with a CPA or Enrolled Agent license, and demonstrate exceptional customer service and subject matter expertise.

You will work closely with internal and external partners to facilitate compliance with tax regulations.
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