Fiduciary Accounting and Reporting Analyst

OverviewThe Fiduciary Accounting and Reporting Analyst supports Tompkins Financial Advisors by administering fiduciary tax reporting, required minimum distribution processes, and withholding compliance. This role ensures accuracy, regulatory adherence, and consistency across fiduciary accounting and reporting activities, while supporting complex trust and estate accountings. The position requires strong analytical capabilities, attention to detail, and the ability to manage multiple priorities to meet critical deadlines, while providing subject matter expertise to internal stakeholders.ResponsibilitiesFiduciary Tax Reporting and Compliance Excellence – Ensure accurate and timely preparation of fiduciary tax reporting, including informational returns and withholding reconciliation, in compliance with IRS and state regulations.Retirement Distribution Oversight – Lead and manage required minimum distribution processes to ensure regulatory compliance, operational efficiency, and risk mitigation.Fiduciary Accounting and Trust Support – Support the preparation and maintenance of complex fiduciary accountings, including estates, trusts, and charitable reporting requirements.Data Integrity and Operational Accuracy – Drive consistency, accuracy, and reliability of financial data, transactions, and reporting processes that impact client outcomes and fiduciary records.Stakeholder Support and Client Experience Enhancement – Serve as a subject matter resource to internal partners and contribute to a high-quality client experience through responsive research, communication, and issue resolution.Fiduciary Tax Reporting and Regulatory CompliancePrepare and file informational tax reports (e.g., 1099, 5498, 1098 series)Manage federal and state withholding review and reconciliationLead required minimum distribution processes in accordance with IRS regulationsFiduciary Accounting and Trust Administration SupportSupport preparation of complex estate and trust accountings, including supplemental needs trustsMaintain fiduciary accounting bridge and data retention processesPrepare asset valuations and basis adjustmentsRegulatory and External ReportingLead preparation of annual NYS Attorney General Charitable ReportsEnsure compliance with applicable fiduciary, tax, and reporting regulationsData Integrity and Operational EffectivenessDrive consistency and accuracy of transactions impacting fiduciary and tax reportingSupport process improvements and maintain accurate financial recordsInternal Partnership and Operational SupportAct as a resource for internal inquiries related to tax reporting and fiduciary mattersConduct research to support client needs and issue resolutionSupport vendor setup and accounts payable activities as neededQualificationsBachelor’s degree in Accounting, Finance, or a related field preferredMinimum of 5 years of experience in fiduciary accounting, tax services, or a professional services environment required.Proficiency in Microsoft Office applications, particularly Excel and Word; experience with trust accounting and tax preparation systems (e.g., ONESOURCE™) preferredDemonstrated knowledge of fiduciary accounting, trust operations, and tax reporting requirementsWorking knowledge of IRAs, retirement plans, and related distribution requirementsStrong analytical, organizational, and time management skills with the ability to prioritize and meet deadlinesEffective communication and collaboration skills with the ability to work independently and cross-functionallyBenefitsMedicalDentalVision401(k) MatchProfit SharingPaid Time Off11 HolidaysTuition ReimbursementFree Parking throughout Tompkins Community BankEmployee ReferralsEEO StatementTompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law. For more information, please click here#financialadvisors#LI-hybridPay RangeUSD $27.50 - USD $31.50 /Hr.