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Sr Tax Accountant II

Trustmark
Lake Forest, IL
Sr Tax Accountant II Location Lake Forest, IL : Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. We have a great opportunity for a Senior Tax Accountant who will report directly to our Senior Director, Corporate Tax. In this position you will have an opportunity to learn and grow your career. You will work with others in our Tax Department and have exposure to other areas within our Tax and Finance departments. Objective: Under direct supervision, responsible for supporting the team in execution of tax processes, in accordance with current legislation and within pre-established deadlines. Maintains tax information and records; prepares federal, state and local tax returns, tax work papers, and other required reports; assists in the preparation of tax provision and footnotes; assists in Workday implementation for tax processes and tax provision software implementation. Responsibilities include:
  • Prepares federal returns and quarterly provisions, including tax footnotes and tax depreciation rollforward;
  • Prepares state income tax returns, estimated/extension payments, quarterly accrual and account reconciliation.
  • Prepares sales/use returns; performs monthly analysis and reconciliation of sales/use tax accounts.
  • Assists in Workday implantation for tax processes and tax provision software implementation.
  • Conducts tax research and recommends appropriate tax treatment; assists with federal and state audits and notices.
  • Assists in other duties assigned, including withholding and information reporting, premium tax returns and payments, etc.
    • Qualifications:
    • A minimum of two years of public tax experience or 4 years working in the tax department of a corpooration (or a combination) is required in the areas of federal and state tax compliance and an understanding of tax depreciation.
    • Experience with accounting general ledger (Workday), financial reporting tools and tax compliance software (OneSource) a plus.
    • Bachelor's Degree in Tax/Accounting/Finance is required.
    • Must be proficient in Excel.
    • Prior experience working in a multi-state mid-to-large corporation preferred.
    • Working toward a CPA designation preferred.
    • Strong attention to detail, accuracy, and multiple-task prioritization within exacting time constraints.
    • Have the motivation and initiative to learn and accept new challenges.
    • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management.
    Brand: Trustmark Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune. The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Posted 2025-11-13

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