• Coordinates with outside vendor who prepares tax returns in order to meet fiduciary compliance needs • Provides information required by outside vendor to prepare returns; consults with vendor regarding moderate to complex tax issues • Acts as liaison between outside vendor and internal front office personnel • Reviews returns prepared by outside vendor prior to filing or as part of quality check of filed returns upon request • Prepares appropriate tax forms for filing with federal, state and local jurisdictions as needed • As requested, may perform secondary review of tax returns of moderate to high complexity level • Reviews new accounts and codes for correct tax preparation • Works with outside vendor to ensure new accounts are properly coded and set up in tax preparation system • Reviews trust instruments, wills and other documents to ensure accounts are being reported and taxed properly • Reviews assigned accounts for generation-skipping transfer tax issues and assists less experienced Tax Liaisons with these reviews • Assists outside vendor with tax notices and taxing authority audits and inquiries related to client accounts