Full-Time

Senior Fiduciary Wealth Tax Liaison

Confirmed live in the last 24 hours

M&T Bank

M&T Bank

10,001+ employees

Full-service banking for individuals and businesses

Financial Services

Compensation Overview

$115.7k - $192.8kAnnually

Senior

Rochester, NY, USA + 1 more

More locations: Syracuse, NY, USA

Category
Tax Accounting
Accounting
Required Skills
Risk Management

You match the following M&T Bank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree and a minimum of 7 years’ experience preparing income tax returns, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ experience preparing income tax returns
  • Minimum of 2 years’ managerial and/or work leadership experience
  • Good understanding of pertinent word processing and spreadsheet software
  • Good communication skills
  • Experience dealing with clients and advisors
Responsibilities
  • Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the department to expand job-related knowledge
  • Responsible for a small assigned book of accounts and timely and accurate preparation of complex tax returns, including Private Foundations, Public Charities and Estates
  • Manage assigned staff in the completion of timely and accurate tax returns for wealth clients
  • Provide guidance and training to less experienced personnel
  • Participate in client meetings and sales pitches
  • Contribute to the overall management of the department
  • Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations
  • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management
  • Promote an environment that supports diversity and reflects the M&T Bank brand
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
  • Complete other related duties as assigned
Desired Qualifications
  • Bachelor’s degree in Accounting
  • Minimum of 10 years’ experience preparing trust income tax returns
  • CPA (Certified Public Accountant)
  • Experience with pertinent tax-related systems and software
  • Experience preparing complex returns

M&T Bank provides a variety of banking services to individuals, small businesses, and larger enterprises. Its offerings include mortgage assistance programs, personal and business checking accounts, and mobile banking solutions. The bank primarily operates in the Northeastern and Mid-Atlantic regions of the United States, emphasizing community engagement and a customer-focused approach. M&T Bank's business model is based on traditional banking services such as loans, deposits, and investment products, generating revenue through interest income and service fees. A key aspect that sets M&T Bank apart from its competitors is its commitment to community involvement, which includes allowing employees to volunteer and supporting local organizations. The recent merger with United Bank, N.A. has further expanded its services and market presence.

Company Stage

IPO

Total Funding

N/A

Headquarters

Buffalo, New York

Founded

1993

Simplify Jobs

Simplify's Take

What believers are saying

  • M&T Bank's share repurchase program reflects strong earnings and capital management.
  • The bank's focus on digital banking solutions enhances customer experience and efficiency.
  • M&T's community engagement initiatives strengthen its brand and customer loyalty.

What critics are saying

  • Integration challenges from the United Bank merger could disrupt operations and customer satisfaction.
  • Decreased prime lending rate may reduce interest income, affecting profitability.
  • Increased competition from fintechs could erode M&T Bank's market share.

What makes M&T Bank unique

  • M&T Bank emphasizes community engagement through its charitable foundation and volunteer initiatives.
  • The bank offers a comprehensive range of traditional and digital banking services.
  • M&T's recent merger with United Bank expands its market reach and service offerings.

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Benefits

401(k) Company Match

401(k) Retirement Plan

Flexible Work Hours

Hybrid Work Options

Paid Vacation

Paid Holidays

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account