Trustmark · 1 month ago
Tax Information Analyst
Jackson, MS
Full-time
Onsite
Mid Level
4+ years expTrustmark is seeking a Tax Information Analyst to support the Tax Information Manager in maintaining accurate taxation-related information. The role involves collaborating with external tax service providers and ensuring the quality and completeness of client and asset records while assisting with tax-related transactions and processes.
FitnessHealth Care
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
Trustmark is a national employee benefits company.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
D
Daniel Hanke
Senior Vice President, Chief Information Officer (CIO)
Erich Sternberg
Chief Strategy Officer and President, Voluntary Benefits
Recent News
2026-01-21
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