Fiduciary Tax Operations Officer

Lake City Bank • Warsaw, IN

4d • Hybrid

About The Position

As a Fiduciary Tax Operations Officer in Warsaw, IN, you will coordinate fiduciary tax reporting, compliance, and payment activities for trust and retirement accounts. In this role, you will collaborate with clients, accounting firms, and internal teams to ensure accurate tax processing, maintain regulatory compliance, and deliver exceptional client service.

Requirements

• Bachelor’s degree in relevant field or equivalent combination of education and experience.
• Three+ years of trust administration, tax accounting, banking operations, or related experience.
• Understanding of bank procedures and policies.
• Proficient PC skills with emphasis on Microsoft Word, Excel, and Outlook required.
• Project management skills.

Responsibilities

• Coordinate fiduciary income tax administration by distributing tax worksheets and supporting documentation to external accounting firms.
• Manage fiduciary tax return processing, including tracking return status, preparing documents for officer review and signature, and maintaining accurate records.
• Oversee preparation, distribution, mailing, and archiving of Forms 1099, 1099-NEC, 1099-R, 5498, and other required tax documents.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level