Trust Tax Administrator

About the role

The Trust Tax Administrator works to ensure the complete, accurate and timely preparation and filing of tax documents for MidFirst Wealth Management (Forms: 1098, 1099-MISC, 1099-NEC, 1099-DIOB, 1099-R, 5227, 5498, 1041, 1042, and 990PF).

Responsibilities

• Oversight and coordination of tax compliance for Wealth Management
• Interaction and communication with the tax preparers and the taxing authorities, as well as MidFirst employees, regarding specific tax and account issues
• Research of specific account tax issues
• Acquire and apply knowledge of tax issues in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.)
• Review legal documents, correspondence and forms and ensure compliance with tax regulations
• Provide recommendations to management regarding changes to transaction processing and account maintenance to ensure more accurate reporting to the taxing authorities
• Act as educator and mentor to Wealth Management and MidFirst employees regarding tax and related trusts, estate, and investment accounts

Requirements

• Minimum education level: Bachelor’s Degree preferred, preferably in Accounting, Finance or Business Administration. Post-graduate work in accounting or law is preferable
• Other certifications/degrees: CPA or JD preferred. CTFA or other trust certification desirable
• Work Experience: Five years or more of working experience in trust and estate administration, with emphasis on tax issues related to trust and estate administration
• Skills: Working knowledge of Microsoft Office and Windows operating environment. Working knowledge of trust accounting and related systems. Advanced proficiency in verbal and written communication. Excellent attention to detail. Ability to be effective under pressure. Advanced ability to prioritize and multi-task. Dependable, cooperative, flexible.

Qualifications

Intermediate/Advanced knowledge of tax issues related to trust and estate services and applicable laws

Skills

• Intermediate/Advanced knowledge of tax issues related to trust and estate services and applicable laws

Pay

$70,000.00 - $150,000.00. Compensation is aligned to experience, skills and education.

Schedule

This position is anticipated to be filled by 10/1/26 and will be reposted if the position has not been filled.