Trust Tax Administrator jobs in United States
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MidFirst Bank · 3 days ago

Trust Tax Administrator

MidFirst Bank is seeking a Trust Tax Administrator to support their tax department team in ensuring accurate and timely preparation and filing of various tax documents for MidFirst Wealth Management. The role involves administrative tasks related to account reviews, transaction oversight, and collaboration with the trust tax group to facilitate tax return filings.

BankingVenture Capital

Responsibilities

Work closely with the trust tax group to ensure they are able to file tax returns in a timely manner
Reviewing transactions ensuring accuracy of reporting taxable items
Review account information including legal documents, correspondence, and forms as part of the tax review
Monitor correspondence from and to the federal and state tax authorities for all accounts overseen by the tax group
Review new and closing accounts, and communicate the necessary information to the tax vendor
Maintain account list, identifying tax preparation services being provided to each account or account type
Ensure timely payment of federal and state taxes through reconciliation of vendor prepared information
Participate in tax season events planning and setups
Complete electronic document scanning and archiving
Oversee e-filing of tax returns, extensions, and estimated taxes

Qualification

Trust accountingTax document preparationMicrosoft OfficeVerbal communicationPrioritizeAttention to detailConfidentialityIndependent workFlexibility

Required

Working knowledge of Microsoft Office and Windows operating environment
Working knowledge of trust accounting and related systems
Advanced proficiency in verbal and written communication
Excellent attention to detail
Ability to be effective under pressure
Advanced ability to prioritize and multi-task
Ability to professionally interact with all levels of employees and clients
Ability to respect and hold confidential information
Effectively work independently as required
Establish priorities and follow through to completion
Dependable, cooperative, flexible

Preferred

Associate's Degree, preferably in Accounting, Finance, or Business Administration

Benefits

Medical
Dental
Vision coverage
Paid holidays
Vacation
Sick leave
401(k)

Company

MidFirst Bank

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MidFirst Bank is a privately owned bank in the United States

Funding

Current Stage
Late Stage

Leadership Team

G
Greg Schaefer
Chief Financial Officer
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