SCHEDULE: Temporary ; Monday through Friday 9:00-5:00 (15-20 hrs. /week) *hours may vary by week. May require some Saturdays. January 2025-May 2025.

LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317

SCOPE:

The Tax Intern is responsible for assisting the Trust and Wealth Management Department Tax Team with assigned projects and duties peripheral to income tax reporting.

ACCOUNTABILITIES:

Tax Reporting and Processing

• Assist with preparation of materials and delivery to tax preparers

• Assist with delivery of Schedule K-1 information to beneficiaries

• Capital gain/loss spreadsheets

• YE Holdings reports for charitable trusts

• Rental and Farm activity work papers

• Monitor 65-day distributions for Complex Trusts

• Communicate with tax preparers and Trust and Wealth Management staff

• Monitor Broadridge MLP tax reporting

• Compile information and process electronic tax payments (balance due and estimated tax) by required payment dates

• Assist with processing, obtaining signatures, and tracking of tax returns

• Save documents to electronic storage

• Prepare/Update monthly reports

• Assist with monthly tax withholding reconciliations and tax filings

  Other

• Maintain confidentiality of customer account information

• Assist Trust and Wealth Management with special projects as needed

• Periodic team check-ins

• Perform other duties as assigned

  EDUCATION AND SPECIAL REQUIREMENTS:

• High school diploma or equivalent required

• Prefer junior/senior in college, pursuing business degree

• This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Proficiency in Microsoft Suite, specifically Excel, is preferred

• Data analytics preferred

EQUAL OPPORTUNITY EMPLOYER