Trust Tax Accountant I

Frost • San Antonio, TX

3d

About The Position

The Trust Tax Accountant I prepares fiduciary income tax returns, information returns, and related tax filings for trust and investment customers. The role supports trust tax compliance and accounting activities, maintains accurate account records and supporting documentation, and helps ensure regulatory, reporting, and tax obligations are met. The position calls for attention to detail, organization, collaboration, and a commitment to providing service with integrity, caring, and excellence.

Requirements

• Bachelor's degree in Accounting, Finance, Taxation, or a related field; or equivalent experience.
• Working knowledge of basic accounting principles and concepts, including federal income tax concepts.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Nice To Haves

• Demonstrated experience in accounting, tax, or financial services.
• Exposure to fiduciary taxation, restate taxation, or trust administration.
• Experience using tax preparation or trust accounting software.

Responsibilities

• Prepare fiduciary income tax returns, information returns, and related tax filings for trust and investment accounts.
• Assist with trust tax compliance activities, including estimated tax payments, IRS and state correspondence, and account tax reporting requirements.
• Perform monthly and periodic tax accounting activities, including reviewing tax data, reconciling account information, and supporting tax reporting obligations in accordance with established procedures.
• Research basic tax issues and assist in gathering supporting documentation.
• Help identify and resolve tax-related discrepancies.
• Maintain account records, schedules, and supporting documentation, including account establishment and closure records, tax reporting information, transactional tax coding reviews, and analysis of account activity supporting accurate fiduciary income and expense reporting.
• Assist with annual information reporting, such as Forms 1099-DIV, 1099-INT, Schedule B review, and related compliance requirements.
• Monitor account information and documentation to support regulatory, reporting, and tax compliance obligations.
• Participate in professional development and training programs to build fiduciary taxation expertise.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, and vision insurance.
• Long-term disability and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

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