Trustmark Bank · 1 month ago
Tax Information Analyst
Jackson, MS
Full-time
Onsite
Mid Level
4+ years expTrustmark Bank is seeking a Tax Information Analyst to support the Tax Information Manager in maintaining and ensuring the accuracy of income taxation related information. The role involves collaboration with external tax service providers, managing tax-related client records, and ensuring compliance with state laws regarding tax transactions and payments.
BankingFinanceFinancial Services
Responsibilities
As assigned or requested, support in the control and collaboration of external tax service providers to assure timely, accurate and complete assimilation, sharing and reporting of required tax information
As assigned or requested, support in the control and maintenance of the quality, accuracy, and completeness of all tax related client, relationship and asset records and data on the operating platform and executing corrective measures when requested by the manager
As assigned or requested, support in the control and maintenance of processes that assure the timeliness, quality, accuracy, and completeness of all taxation related transactions, payments or escheatment as required by respective state laws
As assigned or requested, support in the control and maintenance of processes that assure the timeliness, quality, accuracy, and completeness of all IRA contributions and required minimum distribution calculations and proper communication to clients
Support the Tax Information Manager and the Wealth Management Firm Operations Manager as requested for unit projects, or operational events
Perform additional duties as assigned
Qualification
Required
General knowledge of trust assets, products, client activity, and trust accounting practices
Time management principles to prioritize workload
Propensity to achieve high client service levels
Interpersonal skills
Communication skills (data input accuracy, grammar, spelling and punctuation)
PC, PC application, and data reporting skills
E-mail and Internet skills
Research and analytical skills
Sound judgment and ability to make decisions
Must complete and comprehend SEI PLATO training assigned for role
Must pass basic Microsoft Word and Excel tests
Expectation of proficiency in spreadsheet and word applications
Bachelor's Degree in business related field with 4 years of experience in a financial or accounting firm related to tax information or filing
Preferred
Prior Attainment of a FINRA Series 6, 7, 24, etc
Certified Securities Operations Professional (“CSOP”)
Certified Public Accountant (“CPA”)
Certified Fiduciary and Investment Risk Specialist (“CFIRS”)
Certified Trust and Financial Advisor (“CTFA”)
Graduate from Cannon Financial Schools, Southern Trust School or Northern Trust School
DTCC Learning Certifications
Company
Trustmark Bank
Trustmark is a financial services company providing banking and financial solutions through offices in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas.
1001-5000 employees
H1B Sponsorship
Trustmark Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown1982-09-30IPO
Leadership Team
Duane Dewey
Chief Executive Officer
John Shuff
Divisional CFO - Credit & Bank Operations
Recent News
Business Wire
2026-01-16
2025-10-29
Company data provided by crunchbase