Trust Tax Coordinator

About This Role

This role supports fiduciary tax processes by performing essential administrative and organizational tasks. It involves managing timelines, coordinating with professionals, and ensuring compliance for a company known for exceptional fiduciary 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 to ensure compliance
• Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information and transmit documents
• Review incoming IRS and state notices, routing them appropriately and coordinating 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

Requirements

• 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

Nice to Have

• Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments
• Exposure to trusts, estates, or fiduciary processes
• Prior tax preparation experience

Skills

* Required skills