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Ctfa Jobs in Colorado (NOW HIRING)

MidFirst Bank

Trust Tax Administrator

Denver, CO · On-site

$70K - $150K/yr

CTFA or other trust certification desirable Work Experience of skills required to perform this position: * Intermediate/Advanced knowledge of tax issues related to trust and estate services and ...

First Western

SVP, Trust Officer

Denver, CO · On-site

$125K - $175K/yr

Juris Doctor (JD) or CTFA with significant relevant work experience (required). * 7-10 years of trust administration and/or experience as an attorney specializing in trust & estate planning. * 5-7 ...

Fifth Third

Trust Advisor

Denver, CO · On-site

Advanced degree or professional certification (e.g., CTFA, CFP) preferred. * Minimum 7 years of experience in trust and estate administration, with a proven track record of managing trusts. * Strong ...

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Ctfa information

See Colorado salary details

$41.5K

$92.2K

$129.3K

How much do ctfa jobs pay per year?

As of Jul 29, 2026, the average yearly pay for ctfa in Colorado is $92,195.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $113,000.00 per year, depending on experience, location, and employer.

What are the main responsibilities of a Certified Trust and Fiduciary Advisor (CTFA) on a day-to-day basis?

A CTFA is responsible for managing client trusts, estates, and investment accounts, ensuring compliance with legal and regulatory requirements. Daily tasks often include meeting with clients to discuss financial goals, preparing reports, coordinating with attorneys and tax professionals, and executing complex asset transfers. You may also help design estate plans, address beneficiary questions, and review investment performance. The role provides a balance of client interaction, strategic planning, and attention to legal details, working closely with other members of the wealth management team to deliver comprehensive financial solutions.

What is a CTFA job?

A Certified Trust and Fiduciary Advisor (CTFA) is a financial professional who specializes in trust administration, estate planning, investment management, and fiduciary responsibilities. They typically work in banks, trust companies, or financial institutions, helping clients manage assets, plan for wealth transfer, and ensure legal compliance. Earning the CTFA designation requires relevant work experience and passing an exam administered by the American Bankers Association (ABA).

What are the key skills and qualifications needed to thrive in the Ctfa position, and why are they important?

To thrive as a Certified Trust and Fiduciary Advisor (CTFA), you need a background in wealth management, trust administration, and a comprehensive understanding of fiduciary laws and regulations, typically supported by a relevant bachelor's degree and CTFA certification. Proficiency with trust accounting software, portfolio management tools, and compliance platforms is common in this role. Strong interpersonal skills, ethical judgment, and attention to detail help professionals effectively serve clients and build lasting relationships. These skills and qualifications are essential for providing sound fiduciary guidance, managing complex client portfolios, and ensuring regulatory compliance.

What are popular job titles related to Ctfa jobs in Colorado? For Ctfa jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Ctfa jobs in Colorado look for? The top searched job categories for Ctfa jobs in Colorado are:
Ctfa jobs near you
Infographic showing various Ctfa job openings in Colorado as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $92,195 per year, or $44.3 per hour.
Trust Tax Administrator

Trust Tax Administrator

MidFirst Bank

Denver, CO • On-site

$70K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 hours ago

MidFirst Bank rating

8.0

Company rating: 8.0 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

70th of 170 rated banks

Job description

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). This includes but is not limited to: oversight and coordination of tax compliance for Wealth Management; and interaction and communication with the tax preparers and the taxing authorities, as well as MidFirst employees, regarding specific tax and account issues. The position also requires the research of specific account tax issues and must demonstrate an intermediate to advanced knowledge of tax laws, regulations and processes relating to the products supported by Wealth Management. As needed, this position may assume additional account administration and research responsibilities to support Wealth Management and its clients.
Duties include but are not limited to:
  • Reviewing tax reporting documents prior to filing with the taxing authorities for completeness and accuracy;
  • Reviewing tax documents to be sent to clients for completeness and accuracy prior to mailing
  • Keep current on all tax laws and regulations related to the administration of estates, trust and investment accounts;
  • 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.

Minimum education level necessary to perform this position:
  • 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 of skills required to perform this position:
  • Intermediate/Advanced knowledge of tax issues related to trust and estate services and applicable laws
  • Five years or more of working experience in trust and estate administration, with emphasis on tax issues related to trust and estate administration
  • 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
  • Ability to professionally interact with all levels of employees and clients
  • Ability to respect and hold confidential information
  • Effectively work independently as required
  • Establish priorities and follow through to completion
  • Dependable, cooperative, flexible

Salary Range: $70,000.00 - $150,000.00. Compensation is aligned to experience, skills and education. The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, sick leave, and 401(k). Hours of paid leave may vary based on position. This position is anticipated to be filled by 10/1/26 and will be reposted if the position has not been filled.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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