What's This Job All About?
As part of the Operations Team, the Tax and Client Reporting Specialist will serve as: a contact for tax information requests, facilitation of client tax reporting, creation and generation of monthly/quarterly reports for Greenleaf Trust clients from our trust accounting software program as well as our performance measurement software program, oversight of the non-traditional asset processes and completion of various monthly and ad-hoc projects requested by Director of Operations and the Tax Oversight Committee.
What You'll Be Doing
What You Need for this Position
MINIMUM EDUCATION/EXPERIENCE REQUIRED:
Bachelor’s degree and minimum 3 years’ operations experience in a financial services environment or equivalent education and experience.
Tax experience required with trust and estate tax preferred