2021 Trust Tax Winter Internship
2021 TRUST TAX WINTER INTERNSHIP
The Trust Tax Intern position is an entry level position providing assistance to the tax professionals preparing fiduciary, charitable and individual income tax reporting for Key Private Bank relationships. The position lends clerical assistance to the review of account transactions, transaction reconciliations for charitable accounts, organization and input of partnership income reporting and organization of individual income tax information. The objective of the internship is to provide insight into tax reporting in a high volume department and support academic learning by exposure to a professional corporate environment.
ESSENTIAL JOB FUNCTIONS
Prepare tax returns:
• Maintain tax information on trust accounting system and vendor tax system
• Investigate client transactions to determine appropriate tax treatment
• Prepare allocation spreadsheets for participants in pooled trusts
• Input tax information in preparation of trust returns
• Print, assemble and organize tax documents for mailing and filing
• Assemble/organize tax information received from individual tax payers
• Reconcile transactions in charitable accounts in preparation for tax return reporting
- Provide backup and support for other members of the team.
- Serve as a resource for the team on projects as needed
KNOWLEDGE AND SKILL REQUIREMENT
- Strong leadership, multitasking and organizational skills
- Self-starter with initiative to seek opportunities in a fast-paced environment
- Excellent communication skills, both written and verbal
- Strong interpersonal skills
- Ability to interact with and gain respect of all levels on internal personnel
REQUIRED QUALIFICATIONS
- 2 years of college pursuing a bachelor’s or master’s degree in accounting, finance, economics or related field
- A minimum GPA of 3.0
- Must be able to start working FT come January 2021
FLSA STATUS:Non-Exempt
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.