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Fiduciary Tax Administrator

Job in Elgin, Kane County, Illinois, 60122, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Reporting, Financial Compliance, Tax Accountant
  • Accounting
    Accounting & Finance, Financial Reporting, Financial Compliance, Tax Accountant
Salary/Wage Range or Industry Benchmark: 85000 - 120000 USD Yearly USD 85000.00 120000.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Coordinate fiduciary tax tasks, processes, and team workflows across volume
  • Ability specialized specific tax law areas
  • Trust, estate, IRAs, & GST taxation background
  • Project management for special client and organizational projects
  • Review account documents for assigned accounts
  • Manage and maintain assigned accounts for timely, accurate tax reporting
  • Mitigate client, administrator, and internal inquiries, support trust, and investment teams
  • Respond to tax notices and work directly with tax authorities and vendors
  • Provide tax training across organization when required
Requirements
  • Accounting degree; (CPA/EA or in progress)
  • 3+ years tax experience or 2+ trust tax experience
  • Advanced Excel/data skills to manage large data sets, including functions and interactive worksheets
  • Access database and Power BI experience (plus)
  • Proficiency in One Source Trust Tax software
  • Experience with trust accounting income/principal concepts (SWP/SEI)
  • Experience with tax research software and capital changes
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