Trust Tax Vendor Manager in Brooklyn, OH at Key Bank- Corporate

Date Posted: 6/25/2018

Job Snapshot

  • Employee Type:
  • Location:
    4900 Tiedeman Road
    Brooklyn, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description


The Trust Tax Vendor Manager is responsible for overseeing Key’s Tax outsourced relationship(s). The position ensures established performance metrics and business value are achieved. Sets the direction for the outsourced and internal team’s workload and expectations, leveraging industry best practices.

Provides oversight of the vendor relationship(s) and completes filing of assigned tax returns and related tasks. Responsible for meeting filing deadlines acurately and timely; and achieving quality targets and objectives. Sets and continuously improves performance standards and is accountable for the development of a world class reporting practice, ensuring performance standards are met and risk is effectively mitigated.

Accountable for and provides leadership to define quality measurements and oversees management of quality compliance measurements for the outsourced provider. Moniters and improves performance, oversees the creation of formal reporting tools and ensures business value is attained with outsourced provider(s). Expected to function within Key’s Strategic Sourcing Model including effectively partnering with team members and managing service provider relationship(s)


  • Oversees the day to day management of Key’s Trust Tax outsourcing vendor ensuring performance objectives are met
  • Accountable for outsourced service performance management (day to day performance/activities of the business relationship) and achievement of business case value
  • Subject matter expert and central point of contact for Trust Tax outsourcing partner relationships
  • Monitor and manage all day to day Trust Tax outsourcing partner business performance reporting and tools
  • Leverages industry insights and best practices to enable Key to deliver compliant and timely tax documents.
  • Manages and files assigned set of fiduciary tax returns and performs related tasks such as quarterly estimated payments
  • Meets with both internal and external clients on tax issues
  • Coordinate all project management activities
  • Escalate any issues/risks toDepartment Manager
  • Domestic travel as needed

  • Bachelor’s Degree in Accounting, Finance, or Business Administration
  • Certified Public Accountant or LLM preferred
  • A minimum of 5 years experience in the financial services industry in positions of increasing accountability in Finance, Accounting or Taxation
  • Experience in establishing and managing vendor relationships
  • Experience in trust administration and taxation
  • Strong written and oral communication ability
  • Demonstrated strong client focus; is efficient and delivers in a timely manner
  • Proven ability to handle multiple priorities and work independently and as part of a team
  • Demonstrated ability to solve problems and resolve issues; escalates as necessary
  • Possesses organizational and basic project management skills
  • Demonstrates Key Values: ethics, integrity, leadership, teamwork

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.

Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.


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: 30011BR

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