Senior Trust Tax Officer

The Senior Trust Tax Officer role is designed to assist in managing and overseeing the tax-related activities for trust accounts. This position involves preparing documentation, maintaining records, assisting in the preparation of tax returns, and ensuring compliance with relevant tax laws.

• Gathers and organizes financial data and documentation needed for tax return preparation.
• Manages and reviews tax provisions and ensures accurate and timely reporting of tax-related financial information.
• Maintains accurate and detailed records of all trust tax-related activities and communications.
• Updates and manages electronic and paper filing systems to ensure easy retrieval of information.
• Provides brokerage statement review.

• Provides leadership to other members of the tax team including technical tax guidance, promoting continuous learning and development, and promoting collaboration.
• Prepares and distributes correspondence, reports, and other documents as needed.
• Assists with special projects and initiatives as needed.
• Communicates with CPA partners and trust administration to gather necessary information and documentation for timely submission of tax returns.
• Addresses inquiries and provides information related to trust taxes.
• Assists with IRS and other department of revenue inquiries and notices.

Bachelor’s degree in business, tax, finance, or accounting

7-10 years’ experience in tax, finance, or accounting

• Strong strategic thinking and problem-solving skills, with the ability to analyze complex tax issues and develop effective solutions
• Knowledge of Microsoft Office and basic computer skill
• Strong communication and interpersonal skills, with the ability to effectively interact with senior management, external advisors, and tax authorities
• Ability to work in a fast-paced and dynamic environment, managing multiple priorities and deadlines
• Ability to meet tight deadlines
• Ability to coordinate among internal departments and external tax professionals