Tax Accountant - Commerce Trust Company

About Working at Commerce

Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.

About Commerce Trust Company

Since 1906, Commerce Trust Company, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust Company provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client’s unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust Company received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance’s Best Private Banking Award for the Midwest Region. The Commerce Trust Company administers nearly $70 billion in total client assets.

About This Job

The main purpose of this job is to ensure accurate and timely preparation, filing, and administration of tax returns, including individual, tax-exempt, partnership, gift, estate and fiduciary returns.

Essential Functions

• Ensure accurate and timely preparation, 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 to expand its 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 CCH Practice Management

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Intermediate knowledge of tax preparation systems

• Excellent analytical and technical 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

• Ability to efficiently manage, monitor, plan, execute, direct and complete multiple tax projects on an independent basis

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

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

• 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 and Outlook

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required

• 2 + years experience in a tax practice required

• Experience with the preparation of individual, trust and partnership tax returns required

• CPA preferred or working toward certification required

• Experience with private foundations and/or charitable trusts preferred

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