Trust Tax Administrator

The Trust Tax Administrator works to ensure the complete, accurate, and timely preparation and filing of tax documents for Mid First Wealth Management (Forms: 1098, 1099-MISC, 1099-NEC, 1099-DIOB, 1099-R, 5227, 5498, 1041, 1042, and 990PF). This includes, but is not limited to, oversight and coordination of tax compliance for Wealth Management; interaction and communication with the tax preparers and the taxing authorities, and with Mid First employees, regarding specific tax and account issues.

The position also requires the research of specific account tax issues and must demonstrate an intermediate to advanced knowledge of tax laws, regulations and processes relating to the products supported by Wealth Management. As needed, the position may assume additional account administration and research responsibilities to support Wealth Management and its clients.

• Reviewing tax reporting documents prior to filing with the taxing authorities for completeness and accuracy;
• Reviewing tax documents to be sent to clients for completeness and accuracy prior to mailing
• Keeping current on all tax laws and regulations related to the administration of estates, trust and investment accounts;
• Acquiring and applying knowledge of tax issues in handling moderately complex accounts (e.g., irrevocable, IRA, distributing trusts, trust agency, etc.);
• Reviewing legal documents, correspondence and forms and ensuring compliance with tax regulations;
• Providing recommendations to management regarding changes to transaction processing and account maintenance to ensure more accurate reporting to the taxing authorities;
• Acting as educator and mentor to Wealth Management and Mid First employees regarding tax and related trusts, estate, and investment accounts.

• Bachelor's Degree preferred, preferably in Accounting, Finance or Business Administration
• Post-graduate work in accounting or law is preferable

• CPA or JD preferred
• CTFA or other trust certification desirable

• Intermediate/Advanced knowledge of tax issues related to trust and estate services and applicable laws
• Five years or more of working experience in trust and estate administration, with emphasis on tax issues related to trust and estate administration
• Working knowledge of Microsoft Office and Windows operating environment
• Working knowledge of trust accounting and related systems
• Advanced proficiency in verbal and written communication
• Excellent attention to detail
• Ability to be effective under pressure
• Advanced ability to prioritize and multi-task
• Ability to professionally interact with all levels of employees and clients
• Ability to respect and hold confidential information
• Effectively work independently as required
• Establish priorities and follow through to completion
• Dependable, cooperative, flexible

Salary Range: $70,000.00 - $. Compensation is aligned to experience, skills and education. The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, sick leave, and 401(k). Hours of paid leave may vary based on position. This position is anticipated to be filled by 10/1/26 and will be reposted if the position has not been filled.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.