Job Summary: Assist head of Operations with recurring tax-related projects and other special and ongoing projects as necessary. Perform reconciliations of various types, on schedules ranging from daily to annually. Cross-train on other Operations Specialist responsibilities.
Salary: Competitive salary based on experience.
Benefits: Major Medical High Deductible Health Plan, HSA or FSA Plan, Life Insurance, Disability Insurance, Paid Parking, Paid Time Off, Employee Stock Ownership Plan, 401(k)/Profit Sharing Plan
Hours: 8:30 a.m. - 4:30 p.m.
Locations: In-person, downtown Wichita office
Type of job: Full-time; salaried; non-exempt.
Requirements / Attributes:
Accounting, trust, or banking experience preferred.
Bachelor's degree preferred.
Excel proficiency required.
Excellent organizational, analytical, and interpersonal skills; strong attention to detail; and proven ability to prioritize and multi-task required.
Personal cell phone required for multi-factor authentication for software access.
Ability to lift standard file boxes (approximately 35 pounds) required.
Examples of Job Responsibilities:
Reconcile withholdings, partnership K-1s, checking accounts, suspense accounts, trust system output.
Prepare monthly data extract for tax vendor.
Respond to tax vendor and IRS questions regarding 1099/5498 data.
Assist other staff with questions relating to 1099/5498 reporting requirements.
Assist with operational responses to audits/exams.
Generate client web statements monthly.
Become proficient in all phases of MAUI (Trust Accounting) software in order to assist with posting, research, statements, etc.
Manage record retention/storage to comply with regulations and best practices.