Tax and Compliance Associate

About the role

The Tax and Compliance Associate supports the company's fiduciary tax reporting, regulatory compliance, and trust administration functions by coordinating tax-related activities, assisting with compliance monitoring, maintaining accurate records, and promoting adherence to internal policies, fiduciary standards, and applicable laws and regulations. This position reports to a Director of Personal Trust Services or Fiduciary Tax Manager.

Responsibilities

• Assist with trust tax return preparation, filing, and compliance activities with external tax advisors and internal stakeholders.
• Manage tax payment processes, including review, approval, reconciliation, and submission of federal and state tax payments.
• Process and track tax payments, ensuring timely payments, proper documentation, and compliance with filing deadlines.
• Research, analyze, and resolve tax-related inquiries, notices, discrepancies, and compliance issues.
• Coordinate preparation of internal and external tax returns by organizing and providing information to necessary parties.
• Administer tax refund reviews and reconciliations, validating accuracy and maintaining supporting records.
• Conduct tax onboarding and due diligence for new trust accounts, including research, document collection, classification, and filing requirement assessments.
• Manage tax documentation and workflow systems, ensuring accurate records, document uploads, and follow-up on outstanding information requests.
• Serve as a liaison among tax preparers, trust officers, case managers, accounting teams, and other stakeholders to facilitate tax compliance and issue resolution.
• Assist in monitoring compliance with internal policies, procedures, and applicable federal and state regulations.
• Maintain compliance logs, tracking reports, and departmental records.
• Assist with regulatory examinations, audits, and requests for information by gathering documentation and preparing reports.
• Provide compliance administrative support to the Chief Fiduciary Officer, Directors of Personal Trust Services, and Fiduciary Tax Manager as needed.
• Support strategic and ad hoc projects by performing research, data analysis, report preparation, and process improvement initiatives.

Competencies

• Communication Skills – Excellent verbal, written, and interpersonal communication skills; professional interaction with coworkers, clients, and vendors; awareness of and adherence to company policies for electronic communications and internet use.
• Computer/Technical Skills/Subject Matter Expertise – Proficiency using standard office equipment (computer, fax, photocopier, scanner, telephone, etc.); proficiency in Microsoft Office applications; ability to understand/learn basic fiduciary and trust taxation concepts; understanding and adherence to company policies regarding information security including password, multi-factor authentication, and remote access use.
• Organization – Excellent attention to detail with the ability to prioritize multiple deadlines; strong analytical, organizational, and problem‑solving skills.
• Judgment – Strong understanding of fiduciary duty; collaboration as a team member by providing backup support to colleagues and advancing organizational goals; sound judgment and ability to make reasonable decisions in the absence of direction; swift referral of problems/issues to the appropriate person(s) when necessary; visible commitment to the Company's core values and guiding principles and achieving results; ability to identify common attempts at information security scams security scams, like email phishing.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or an equivalent combination of education and relevant experience.
• Proficiency in Microsoft Excel is highly desired.
• Financial services experience or basic knowledge of trust taxation is preferred.
• Professional appearance and business‑casual attire are required.