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Peak Trust Company · 1 day ago

Trust Tax Coordinator

Anchorage, AK

Full-time

Onsite

New Grad, Entry Level

Peak Trust Company is an independent trust company known for exceptional fiduciary services and a team-first culture. The Trust Tax Coordinator plays an essential administrative and organizational role in supporting fiduciary tax processes, requiring strong organizational skills and attention to detail to manage timelines and compliance processes.

Financial Services

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

Qualification

Administrative skillsAttention to detailCommunication skillsManage deadlinesQuick learnerCoordination with professionalsConfidentiality

Required

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

Preferred

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

Benefits

Competitive benefits package

Company

Peak Trust Company

Peak Trust Company is specialize in providing superior trust administration for trusts established pursuant

Founded in 1997

Anchorage, Alaska, USA

11-50 employees

https://www.peaktrust.com/

Funding

Current Stage

Early Stage

Leadership Team

Douglas Blattmachr

President & CEO

Abigail O'Connor

Chief Fiduciary Officer

Recent News

PR Newswire

Peak Trust Company Deepens Commitment to University of Alaska's Ted Stevens Legislative Internship Program with Third Consecutive Donation

2025-03-03

PR Newswire

Peak Trust Management Certificate Program to Welcome Inaugural Class

2025-02-06

PRNewswire

Peak Trust Company names Abigail O'Connor as Chief Fiduciary Officer

2024-04-04

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