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Hills Bank Tax Support Intern in North Liberty, Iowa

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

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