Trust Tax Specialist

Cumberland Trust & Investment Co. • Nashville, TN

1d • Onsite

About The Position

Cumberland Trust was founded on the idea of doing things differently in the trust world. This applies to how we treat our clients in a personalized fashion, and it applies to how we interact with each other. Our employees are our greatest asset, and we continually strive to ensure each person has an experience that provides personal fulfillment and professional growth. We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service. Cumberland Trust is searching for a Tax Specialist. The Trust Tax Specialist 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. The Trust Tax Specialist will work closely with CPA partners, trust administration, and other team members to provide seamless support in trust tax matters.

Requirements

• Knowledge of Microsoft Office and basic computer skills
• Ability to meet tight deadlines
• Strong communication skills
• Ability to coordinate among internal departments and external tax professionals
• Strong organizational skills
• Strong research skills

Nice To Haves

• Bachelor’s degree in business, tax, or accounting
• 2 years’ experience in tax or accounting

Responsibilities

• Managing and overseeing the tax-related activities for trust accounts.
• Preparing documentation.
• Maintaining records.
• Assisting in the preparation of tax returns.
• Ensuring compliance with relevant tax laws.
• Working closely with CPA partners, trust administration, and other team members to provide seamless support in trust tax matters.

What This Job Offers

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