Trust Tax Coordinator

Overview

Peak Trust Company is an independent trust company dedicated to providing exceptional fiduciary services with a client-centered approach. Our team values integrity, collaboration, and professional growth, and we’re looking for a dependable, detail-oriented Trust Tax Coordinator to join us. In this role, you will be the point person for managing tax-related activities across our client accounts. You’ll work closely with administration, operations, external CPAs, and attorneys to ensure accounts remain compliant with state and federal tax laws.

This is a great opportunity for someone who is organized, analytical, and eager to grow in the specialized world of trust and fiduciary taxation.

• Sign and file fiduciary tax returns (state and federal) in a timely and accurate manner.
• Monitor and ensure tax payments and quarterly estimated taxes are paid timely.
• Track the status of fiduciary tax returns prepared externally by CPAs or attorneys.
• Review and respond to IRS and state notices, coordinating with internal teams and external advisors.
• Conduct tax research to address issues impacting fiduciary accounts.
• Collaborate with administration, operations, tax authorities, CPAs, and attorneys to support fiduciary compliance.
• Maintain organized, up-to-date tax records, ensuring accessibility for auditors and internal stakeholders.

• Prior tax preparation or fiduciary/estate tax experience is a plus.
• Strong attention to detail and ability to manage multiple deadlines.
• Excellent communication skills and comfort working across teams.
• Proficiency in maintaining organized records and handling confidential information with discretion.

We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset.

Our relentless pursuit is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continuous education and personal growth of our team is paramount, as it fuels our collective success.

We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.

Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.

Submit your application and resume to apply for this job.