Trust Tax Accountant II

We are looking for a Trust Tax Accountant II to prepare moderately complex to complex fiduciary, non‑profit, and information returns for assigned accounts, ensuring compliance and minimizing liability. Who You Are As a Trust Tax Accountant II, you will prepare moderately complex to complex fiduciary, non‑profit, and information returns for assigned accounts. You will be responsible for minimizing liability for assigned accounts in compliance with all applicable federal, state, and local laws. Most importantly, this role is about providing top‑quality service and doing it with integrity, caring and excellence in mind. What You’ll Do 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 Advise 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 Assist senior tax accountants with completing more complex tax returns Always take action using Integrity, Caring, and Excellence to achieve all‑win outcomes What You’ll Need 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 Additional Preferred Skills Securities experience Payroll experience Master’s degree and/or CPA Our Benefits Medical, dental, vision, long‑term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursementExtensive health and wellness programs, including our Employee Assistance Program Referral bonus program #J-18808-Ljbffr Frost