Trust Tax Accountant I

Frost BankSan Antonio, TX
97d

About The Position

It's about taking care of people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Trust Tax Accountant I role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services.

Requirements

  • Bachelor's degree or equivalent experience.
  • Excellent research and analytical skills.
  • Proficient in Microsoft computer applications.
  • Ability to multi-task and meet deadlines.
  • Excellent written and verbal communication skills.

Nice To Haves

  • Previous accounting or securities experience.
  • Master's degree and/or CPA.

Responsibilities

  • Prepare basic to moderately complex to complex fiduciary, non-profit, and information returns for assigned accounts.
  • Set up and maintain all necessary records and information pertinent to the taxes on investment and trust accounts.
  • Review transactional tax coding to ensure proper tax reporting and taxability.
  • Advise investment officers and account administrators of any tax situations related to processing the tax return which could affect the management of their accounts.
  • May assist in processing backup and foreign tax withholding/reporting.
  • Monitor non-resident accounts to ensure compliance with IRS regulations.
  • Assist senior tax accountants with completing more complex tax returns.
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

  • Medical, dental, vision, long-term disability, and life insurance.
  • 401(k) matching.
  • Generous holiday and paid time off schedule.
  • Tuition reimbursement.
  • Extensive health and wellness programs, including our Employee Assistance Program.
  • Referral bonus program + more!

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

Bachelor's degree

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