Tax Assistant

  • 001 Manufacturers and Traders Trust Co
  • Amherst, NY
  • 7mo ago
  • Full-Time
  • Hybrid

** Flexible to work in Amhurst or Buffalo office locations**

Overview:     

Responsible for processing, inputting, and assigning of all tax authority notices and other tax correspondence. Tracks and files tax returns, extensions, and estimated tax payments; tracks and processes tax refunds and payments.

           

Primary Responsibilities:

  • Learn the systems and procedures of the Fiduciary Tax area to properly complete assigned responsibilities completely and accurately.
  • Work under direct supervision and review to complete a specific area of tax filings.
  • Order checks and make required tax payments on behalf of clients, ensuring they are completed on a timely and accurate basis.
  • Record and track of all incoming tax notices.
  • Distribute incoming mail and answer phones and certified mailings.
  • Scan and archive documents for the area to maintain a record of activity occurring in the area.
  • Order supplies and pay bills for the department.
  • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.  Identify risk-related issues needing escalation to management.
  • Promote an environment that supports a culture of belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Scope of Responsibilities:

Supervisory/Managerial Responsibilities:

No Supervisory Responsibilities

Education and Experience Required:

Combined minimum of 3 years’ higher education and/or work experience

Proficiency with personal computers and pertinent word processing and spreadsheet software packages

Education and Experience Preferred:

Minimum of 4 years’ tax clerk and/or administrative experience

Physical Requirements:

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.57 - $30.95 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Amherst, New York, United States of America