Tax Lead

Birmingham, AL
“Tax Supervisor – Wealth/Trust/IRA Focus”

ITAC Solutions is working with a premier independent fiduciary wealth management firm with over $65 billion in client assets.  Our client offers personalized financial solutions to individuals, families, businesses, and institutions.
Core services include trust and estate planning, investment management, retirement plan services, ESOPs, and specialized offerings such as oil and gas (mineral) management and funeral and cemetery trusts. Our client is committed to fiduciary excellence and long-term client success.
Benefits & Extras:
•    Excellent Benefits package BCBS
•    Health, Dental & Vision BCBS
Compensation: 
$30.-$43.per hour (DOE)
What you’ll be doing: 
•    Prepare and file Forms 1099-R, 5498, and 945 for federal and state tax reporting.
•    Review and validate IRA transactions and RMD calculations throughout the year.
•    Oversee daily tax withholding payments and year-end tax filings.
•    Ensure accuracy through TIN matching and quality assurance reviews.
•    Resolve complex tax issues and support audit readiness.
•    Coordinate with vendors for non-IRA tax reporting.
•    Identify and implement process improvements.
•    Support client onboarding and respond to tax-related inquiries.
•    Provide guidance and mentorship to tax team members.

Requirements for the role
•    Bachelor’s Degree in Accounting or Finance Required
•    CPA/CPA Eligible Preferred
•    3 years of relevant tax experience

What will set you apart?
•    Helpful to have experience with FIS ADDvantage or Thomson Reuters OneSource
•    Well organized with the ability to focus on details
•    Great analytical and problem-solving abilities
•    Great command of Microsoft Office products, especially Excel

To apply directly, please send your resume to skelner@itacsolutons.com

INDACC