Tax Operations Specialist

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Pioneer Trust Bank, N.A. is looking for a professional, personable and self-motivated individual for a full-time Tax Operations Specialist. This position, like all positions at Pioneer Trust Bank, N.A., does not have sales goals or quotas. Come add value to a high-performing team and assist us in providing exceptional care to our wonderful community in a fun work environment where you will be appreciated, supported, empowered, and cared for. Given our clientele and business model, we are very dependent on our staff working in-office. This is not a remote position.

We are proud to offer a competitive salary and compensation package that includes: Medical, Dental and Vision Insurance, 401(k), Life and Long-Term Disability Insurance, Profit Sharing, Health & Dependent Care Reimbursement Accounts, Employee Assistance & Wellness Program, Vacation & Sick Leave, Up to 11 Paid Holidays, Tuition Reimbursement, and Banking Privileges.

Monday - Friday 8:00am - 5:00pm

Duties Include:

• Monitor fiduciary tax return preparation to ensure timely filing of tax returns by filing deadline
• Monitor individual tax return preparation to ensure timely filing of tax returns by filing deadline
• Process and monitor tax refunds and payments
• Review tax information set-up in the trust accounting and tax software systems for all new accounts
• Review transactions for proper coding
• Communicate with Trust Officers and Administrative Assistants regarding coding, tax forms and tax returns
• Communicate with clients, beneficiaries, and accountants regarding tax returns
• Prepare and mail various tax forms and tax returns
• Maintain all tax forms and tax return records according to retention schedule
• Prepare reports for senior management and tax department meetings

Required Qualifications:

• High School Diploma/GED or equivalent
• Two or more years of experience in accounting or tax return preparation
• Excellent math and accounting skills
• Proficient in Microsoft Word and Excel is required

Attributes:

• Ability to work professionally with customers and co-workers
• Ability to communicate effectively in person, via phone and email
• Ability to work accurately with close attention to detail
• Ability to work independently and as part of a team

Pioneer Trust Bank is an EEO employer and is dedicated to an organizational culture of inclusivity. For more information about us, please visit: