Trust Tax Coordinator

About the role

Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We’re looking for a dependable, detail-oriented individual to join us.

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, ensuring nothing is missed.
• Cook up with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving.
• Review incoming IRS and state notices, routing them appropriately and helping coordinate responses.
• Aid in routine communications, reminders, and documentation related to fiduciary tax filings.
• Aid 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.
• Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments.
• Exposure to trusts, estates, or fiduciary processes.
• Prior tax preparation experience is a plus, but not necessary, we are willing to train.

Why Work For Peak Trust Company?

We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset.

Benefits

We offer a competitive benefits package designed to support our team members in achieving a healthy work-life balance.

EEO Statement

Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Application

To apply for this job submit your application and resume.