Commerce Bank Clayton , MO 63105
Posted 2 weeks ago
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $78,500.00 - $105,000.00 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of this job is to be responsible for accurate and timely preparation, filing and administration of tax returns. This position will build relationships with internal and external partners and enhance the ability of the Commerce Trust Company to expand its trust/investment management opportunities with current and prospective clients
Essential Functions
Perform accurate and timely preparation, filing, and administration of tax returns, including individual, gift, tax-exempt, partnership, estate and fiduciary returns
Serve as a local resource for technical tax research in a wide area of taxation
Build relationships with internal and external partners and enhance the ability of the Commerce Trust Company to expand its trust/investment management opportunities with current and prospective clients
Coordinate scanning documentation into tax preparation software, maintain organization of electronic files associated with each client and monitor deadlines and tracking of work status
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong knowledge of tax preparation systems, such as CCH ProSystems fx
Ability to work in an integrated software and paperless tax preparation environment
Strong customer service skills
Ability to efficiently manage, monitor, plan, execute, direct and complete multiple tax projects on an independent basis
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required. Master's degree preferred.
2+ years tax experience required.
Review and filing of individual, fiduciary, nonprofit and partnership returns preferred (required for Sr. Level)
Certified Public Accountant (CPA) designation, or actively pursuing, preferred (required for Sr Level)
Position may be filled in either Kansas City, MO or St. Louis, MO
Level of role is determined by knowledge, experience, skills, abilities, and education
Location: 922 Walnut, Kansas City, Missouri 64106
Time Type:
Full time
Commerce Bank