About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

About This Job

The main purpose of this job is to be responsible for accurate and timely preparation, filing and administration of tax returns. This position will build relationships with internal and external partners and enhance the ability of the Commerce Trust Company to expand its trust/investment management opportunities with current and prospective clients.

Essential Functions

• Ensure accurate and timely preparation/review, filing, and administration of tax returns, including individual, tax-exempt, partnership, gift, estate and fiduciary returns

• Serve as a local resource for consulting and technical tax research in a wide area of taxation for external and internal clients

• Build relationships with internal and external partners and enhance the ability of the Commerce Trust Company (CTC) to expand trust/investment management opportunities with current and prospective high net-worth clients

• Coordinate scanning documentation into tax preparation software, maintaining organization of electronic files associated with each client, monitoring of deadlines and tracking of work status through maintaining Commerce Clearing House (CCH) practice management

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong working knowledge of estate, gift, trust, nonprofit, individual and generation-skipping transfer tax is mandatory

• Specialization in one or more return types

• Advanced knowledge of trust services including administration, tax law and investments and capacity to identify problems and recommend solutions in an advice-based context

• Advanced knowledge of business terms, trust and investment relationships and ability to interpret and summarize provisions of complex legal trust, real estate and corporate business documents

• Excellent analytical, technical and communication skills in a team and multi-location environment with high focus on client service.

• Strong skill set working in an integrated software and paperless tax preparation environment.

• Motivated and organized self-starter with strong attention to detail and the ability to manage, plan and execute multiple priorities with limited supervision

• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills with a high focus on client services

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel, Outlook and tax preparation (CCH ProSystems fx)

Education & Experience

• Bachelor’s degree in accounting or equivalent combination of education and experience required.  Master’s degree preferred.

• 5+ years of experience in the preparation, review and filing of tax returns with focus on Individual, fiduciary, nonprofit and partnership returns required

• CPA certification and/or equivalent work experience in fiduciary, estate, or income taxation required

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Senior Tax Accountant - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $93,000 to $109,000 annually.  This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

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