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Senior Tax Relationship Manager

Company: M&T Bank
Location: Wilmington
Posted on: August 17, 2019

Job Description:

Job Details Company Overview Overview: Work closely as part of the Wealth sales team (Private Client Advisors, Private Banking and Fiduciary) to identify new business prospects and expand current relationships. Participate in developing new solutions to meet individualized client needs, identified through a needs analysis. Meet with internal partners, pre and post-call planning. Serve as expert resource to partners in the sales process. Primary Responsibilities: Provide support to management and act as liaison to staff. - Organize/assign applicable projects per management; - Supervise work of staff as well as provide them with mentoring and feedback; - Help with development and training of staff Support Tax Compliance Services - Prepare and review complex individual and trust tax returns - Prepare and review gift tax returns - Prepare and review tax returns for private foundations - Prepare and or review corporate/partnership tax returns - Prepare tax projections/estimates - Identify and research technical tax issues Support Accounting and Financial Management Services - Prepare and review financial reports for individual clients - Develop and monitor cash flow projections - Monitor all disbursements including payment of invoices, capital calls, distributions, investments, tax payments and other activities Support Entity Management Services for LLC's C. Corps, S. Corps, and Partnerships: - Analyze and review all contractual agreements, tax returns, financial reports, cash flows and other pertinent information to clearly understand the business purpose - Develop, manage and maintain data repository system - Prepare for board meetings - Communicate with clients on a regular basis - Analyze financial results and prepare reports for presentation to board and/or managers Education and Experience Required: Bachelor's degree and a minimum of 7 years' relevant experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant experience Certified Public Accountant (CPA) required. Education and Experience Preferred: MBA (Master's degree in Business Administration) Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), or Chartered Financial Analyst (CFA) certification FINRA Series 6, 7 and 63 licenses Demonstrated in-depth product knowledge Excellent sales skills Excellent relationship management skills Prior trust planning, fiduciary or investment experience #LI-LP1 Skills required Operations Leadership Coordinating Prioritization Service Orientation Problem Solving

Keywords: M&T Bank, Wilmington , Senior Tax Relationship Manager, Executive , Wilmington, Delaware

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