Trust Tax Coordinator

About Peak Trust Company

Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team‑first culture. We value integrity, collaboration, and ongoing professional development. We’re looking for a dependable, detail‑oriented individual to join us.

The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role; we will provide training. Instead, we’re looking for someone who is:

• Highly organized
• Comfortable with forms, deadlines, and documentation
• Detail‑focused
• Strong at follow‑through and coordination
• Able to communicate clearly with internal teams and external professionals

• Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs and attorneys.
• Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders.
• Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed.
• Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving.
• Review incoming IRS and state notices, routing them appropriately and helping coordinate responses.
• Assist with routine communications, reminders, and documentation related to fiduciary tax filings.

• Assist in the execution and filing of fiduciary tax returns (state and federal).
• Track estimated tax payments and ensure timely submission.
• Support basic tax research with guidance from senior team members.

• Strong administrative skills and ability to manage multiple deadlines.
• Excellent attention to detail, especially when working with forms, numbers, and documentation.
• Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams).
• Ability to maintain confidential information with discretion.
• Quick learner with the ability to absorb technical information.

• Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments.
• Exposure to trusts, estates, or fiduciary processes.
• Prior tax preparation experience is a plus, but not necessary; we are willing to train.

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.

We acknowledge the significance of a healthy work‑life balance and 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.

To apply for this job submit your application and resume.