Manager, Trust Tax at Hancock Whitney in new orleans, Louisiana

Job Description:

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JOB FUNCTION / SUMMARY:
The Manager, Trust Tax is responsible for the oversight, management, and financial performance of the Trust Tax Group and the delivery of trust tax services to Trust and Asset Management. Partners closely across all Trust and Asset Management groups on various tax issues.

ESSENTIAL DUTIES & RESPONSIBILITIES:
- Oversees and ensures timely and accurate tax services for the Personal Trust Group through supervising compliance with the Internal Revenue Service trust tax return filing requirements and through being a tax law and accounting resource for personal trust.
- Oversight of the preparation and review of federal and state tax returns for Trust and Asset Management.
- Reviews and interprets relevant tax laws. Researches and reviews research of trust, estate and nonprofit tax law issues, applying research results, and writing tax memoranda.
- Identifies and provides recommended solutions to tax related issues on personal trust accounts as needed.
- Meets with clients as needed to discuss tax related issues and recommended solutions on personal trust accounts.
- Assists in the development and implementation of tax policies and procedures for Trust and Asset Management.
- Ensures Trust Tax adheres to all external regulations as well as internal policies and procedures.
- Provides advice and guidance to relationship managers and clients on personal trust accounts.
- Works with other managers to provide Wealth Management with relevant tax news as well as tax and planning related training.
- Manages vendor relationships to ensure timely completion of all tax filings.

SUPERVISORY RESPONSIBILITIES:
Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Bachelor's Degree preferably in Business, Finance, or Accounting.
- 7+ years of tax accounting experience required preferably in Trust Administration or related field. 10+ years of relevant experience preferred.
- An equivalent combination of education, experience and training may be considered.
- Master's degree or CPA designation preferred.
- Advanced knowledge of Trust products and administration.
- Thorough knowledge of Banking industry.
- Advanced knowledge of regulation and compliance within Trust industry.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to travel if required to perform the essential job functions.
- Ability to work under stress and meet deadlines.
- Ability to operate related equipment to perform the essential job functions.
- Ability to read and interpret a document if required to perform the essential job functions.
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an \\"undue hardship\\" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws..