Trust Tax Coordinator
About The Position
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. If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth.
Requirements
- 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.
Nice To Haves
- 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.
Responsibilities
- 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.
Benefits
- Competitive benefits package designed to support our team members in achieving this balance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
