Family Wealth Tax Manager in Brooklyn, OH at Key Bank- Corporate

Date Posted: 10/28/2018

Job Snapshot

Job Description


The Trust Tax Manager III is responsible for driving and initiating tax strategy and tax reporting advice to Key’s clients. The position ensures that the advice is proactive and relevant; and follows through to ensure that year-end tax reporting supports the implementation of the advice. Participates in driving business value, setting direction for the trust tax team’s workload, leveraging industry best practices.

Provides direct leadership to Trust Officers, Relationship Managers and other client facing team members to achieve consistent execution of tax advice to families and not for profit organizations. Sets and continuously improves performance standards and is accountable for the development of a world class advice based delivery and reporting practice, ensuring performance standards are met and risk is effectively mitigated.


  • Management responsibility for specialty trust tax activities, leading through influence or direct reporting structure
  • Individual responsibilities may include (but not limited to):
    • Preparation of returns for complex and sensitive account relationships, including fiduciary, individual and charitable returns.
    • Supervision of tax professionals.
    • Individual coaching.
    • Team building.
  • Subject Matter Expert to client facing teams
  • Technical advice to administrative staff and customers on various tax issues.
  • Coordination with external advisors
  • Ability to communicate with ultra-affluent families and describe complex tax structures
  • Responsible as extended member of client facing advisory team
  • Assemble all necessary tax information for assigned trust relationships and families; preparation of
fiduciary and individual returns in timely manner.
  • Review and maintain tax information on trust accounting and vendor tax preparation system to
assure accuracy.

Marginal Job Functions
  • Work within the overall organizational structure.
  • Special assignments, which encompass activities on an overall organizational level.
  • Significant overtime required January through April.


  • Bachelor's degree in accounting or finance; or equivalent work experience.
  • Certified Public Accountant or LLM preferred.
  • Bank trust tax experience of at least 10 years or equivalent high volume fiduciary tax preparation.
  • Demonstrated strong client focus; efficient and delivers in a timely manner.
  • Experience with OneSource Trust Tax.
  • Ability to plan and schedule work to meet strict tax deadlines
  • Proven ability to handle multiple priorities and work independently and as part of a team
  • Communication and motivational skills relative to individuals with technical backgrounds.


  • Experience with Global Plus or similar Trust Accounting System.
  • Windows, Word, Excel and Access experience.


Accountability: Keeps promises and honors commitments; Accepts responsibility for mistakes and failures and learns from them; Honors commitments and demonstrates open, honest communication.

Effective Collaboration: Identifies and involves the right stakeholders to make decisions and maximize results; Readily shares information, knowledge, best practices, and ideas with teammates; Leverages opportunities and capabilities across the team to accomplish goals; Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees.

Client Focus: Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect.

Developing Self: Take ownership of your personal development plan and seek opportunities to further develop your professional effectiveness.

Developing Direct Reports: Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each direct report’s career goals; constructs compelling development plans and executes them; pushes direct reports to accept developmental moves; will take direct reports who need work; is a people builder.

Business Acumen: Knowledgeable about industry and current, possibly future policies, practices, trends and information affecting her/his business and organization; possess institutional knowledge and technical savvy.

Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.

Drives for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; relentless focus on execution; steadfastly pushes self and others for results.

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

KeyBank has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. KeyBank’s Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the KeyBank Leadership team and its business groups. The Corporate Center protects and enhances Key’s brand through thoughtful and deliberate messaging and responsible banking. Our proactive approach and significant expertise engage both internal and external constituents – employees, clients, shareholders, investors, regulators, legislators, community advocates – by adding value, positively influencing their perceptions, and instilling a sense of confidence in Key.


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.

JobID: 30299BR

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