Senior Tax Accountant - Commerce Trust

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 93,000 - 109,000 annuallyFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Analytical","Technical","Communication","Client service","Attention to detail"]

Prepare, review, file, and administer a range of tax returns (individual, tax-exempt, partnership, gift, estate, and fiduciary) with accuracy and timeliness. Serve as a local resource for technical tax research and client-focused guidance across estate, trust, nonprofit, and generation-skipping transfer taxation. Coordinate document scanning into tax software, maintain organized client files, and track deadlines and work status to support trust and investment growth for high-net-worth clients.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
2 months ago

Senior Tax Accountant - Commerce Trust

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Last checked: 7 hours agoStatus: Live

Job Summary

Prepare, review, file, and administer a range of tax returns (individual, tax-exempt, partnership, gift, estate, and fiduciary) with accuracy and timeliness. Serve as a local resource for technical tax research and client-focused guidance across estate, trust, nonprofit, and generation-skipping transfer taxation. Coordinate document scanning into tax software, maintain organized client files, and track deadlines and work status to support trust and investment growth for high-net-worth clients.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Ensure accurate and timely preparation/review, 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 for external and internal clients across a wide area of taxation.
  • •Build and maintain relationships with internal and external partners to expand trust/investment management opportunities with current and prospective high net-worth clients.
  • •Coordinate scanning documentation into tax preparation software, maintain organized electronic client files, and monitor deadlines and work status via Commerce Clearing House (CCH) practice management.
  • •Perform other duties as assigned.

Pay and Benefits

Salary: USD 93,000 - 109,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid Leave

Key Requirements

  • •5+ years of experience preparing, reviewing, and filing tax returns, focused on individual, fiduciary, nonprofit, and partnership returns.
  • •Strong working knowledge of estate, gift, trust, nonprofit, individual, and generation-skipping transfer tax.
  • •Specialization in one or more return types.
  • •CPA certification and/or equivalent work experience in fiduciary, estate, or income taxation.
  • •Proficiency in an integrated, paperless tax preparation environment, including CCH ProSystems fx and intermediate Microsoft Office tools (Word, Excel, Outlook).
Experience:5+ yearsTax preparationEstate taxFiduciary taxTrust administrationWealth management
Education:Bachelor's in Accounting
Skills:AnalyticalTechnicalCommunicationClient serviceAttention to detail
Certifications:CPA
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft OutlookCCH ProSystems fxCommerce Clearing House (CCH)Tax preparation software

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn