Fiduciary Tax Operations Officer

About the role

As a Fiduciary Tax Operations Officer in Warsaw, IN, you will coordinate fiduciary tax reporting, compliance, and payment activities for trust and retirement accounts. In this role, you will collaborate with clients, accounting firms, and internal teams to ensure accurate tax processing, maintain regulatory compliance, and deliver exceptional client service.

Responsibilities

• Distribute tax worksheets and supporting documentation to external accounting firms.
• Manage fiduciary tax return processing, including tracking return status, preparing documents for officer review and signature, and maintaining accurate records.
• Oversee preparation, distribution, mailing, and archiving of Forms 1099, 1099-NEC, 1099-R, 5498, and other required tax documents.

Requirements

• Bachelor’s degree in relevant field or equivalent combination of education and experience.
• Three+ years of trust administration, tax accounting, banking operations, or related experience.
• Understanding of bank procedures and policies.
• Proficient PC skills with emphasis on Microsoft Word, Excel, and Outlook.
• Project management skills.

Qualifications

Required qualifications include:

• Bachelor’s degree in relevant field or equivalent combination of education and experience.
• Three+ years of trust administration, tax accounting, banking operations, or related experience.
• Understanding of bank procedures and policies.
• Proficient PC skills with emphasis on Microsoft Word, Excel, and Outlook.
• Project management skills.

Skills

• Experience in fiduciary tax operations and compliance.
• Strong organizational and project management skills.
• Excellent communication and collaboration abilities.
• Proficiency in Microsoft Office Suite.

Benefits

Lake City Bank offers a competitive benefits package, including:

• Health insurance options.
• Paid time off and holidays.
• Professional development opportunities.
• Employee assistance programs.

Pay

The salary range for this position is $60,000 - $70,000 annually.

Schedule

This is a full-time position with flexible working arrangements, requiring training in Warsaw followed by weekly onsite availability.

Benefits

Lake City Bank offers a comprehensive benefits package, including:

• Health insurance options.
• Paid time off and holidays.
• Professional development opportunities.
• Employee assistance programs.

Contact

To apply, please visit our careers page or contact us at [insert contact information]. Lake City Bank is an equal opportunity employer committed to diversity and inclusion.