Trust Tax Accountant II

About the role

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be.

Responsibilities

• Prepare moderately complex to complex fiduciary, non-profit, and information returns for assigned accounts.
• Work to minimize liability for assigned accounts in compliance with all applicable federal, state, and local laws.
• Provide top-quality service and do it with integrity, caring, and excellence in mind.
• Set up and maintain all necessary records and information pertinent to the taxes on investment and trust accounts.
• Review transactional tax coding to ensure proper tax reporting and taxability.
• Check periodic debits and credits to principal and income accounts for tax consequences.
• Advises investment officers and account administrators of any tax situations related to processing the tax return, which could affect the management of their accounts.
• Process backup and foreign tax withholding/reporting.
• Monitor non-resident accounts to ensure compliance with IRS regulations.
• Aid senior tax accountants with completing more complex tax returns.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Requirements

• 2+ years accounting or securities experience.
• Bachelor’s degree or equivalent experience.
• Excellent research and analytical skills.
• Proficient in Microsoft computer applications.
• Ability to multi-task and meet deadlines.
• Excellent written and verbal communication skills.

Qualifications

Additional Preferred Skills: Securities experience, Payroll experience, Master’s degree and/or CPA.

Skills

• Integrity
• Caring
• Excellence

Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Extensive health and wellness programs, including our Employee Assistance Program.
• Referral bonus program + more!

Pay

Commensurate with experience.

Schedule

N/A