Job Information
Hills Bank Tax Support Intern in North Liberty, Iowa
SCHEDULE: Temporary ; Monday through Friday 9:00-5:00 (15-20 hrs. /week) *hours may vary by week. May require some Saturdays. January 2025-May 2025.
LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317
SCOPE:
The Tax Intern is responsible for assisting the Trust and Wealth Management Department Tax Team with assigned projects and duties peripheral to income tax reporting.
ACCOUNTABILITIES:
Tax Reporting and Processing
Assist with preparation of materials and delivery to tax preparers
Assist with delivery of Schedule K-1 information to beneficiaries
Capital gain/loss spreadsheets
YE Holdings reports for charitable trusts
Rental and Farm activity work papers
Monitor 65-day distributions for Complex Trusts
Communicate with tax preparers and Trust and Wealth Management staff
Monitor Broadridge MLP tax reporting
Compile information and process electronic tax payments (balance due and estimated tax) by required payment dates
Assist with processing, obtaining signatures, and tracking of tax returns
Save documents to electronic storage
Prepare/Update monthly reports
Assist with monthly tax withholding reconciliations and tax filings
Other
Maintain confidentiality of customer account information
Assist Trust and Wealth Management with special projects as needed
Periodic team check-ins
Perform other duties as assigned
EDUCATION AND SPECIAL REQUIREMENTS:
High school diploma or equivalent required
Prefer junior/senior in college, pursuing business degree
This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Proficiency in Microsoft Suite, specifically Excel, is preferred
Data analytics preferred
EQUAL OPPORTUNITY EMPLOYER