Trust Associate Jobs in Wisconsin (NOW HIRING)

Tax and Compliance Associate

The Tax and Compliance Associate supports the company's fiduciary tax reporting, regulatory compliance, and trust administration functions by coordinating tax-related activities, assisting with compliance monitoring, maintaining accurate records, and promoting adherence to internal policies, fiduciary standards, and applicable laws and regulations. This position reports to a Director of Personal Trust Services or Fiduciary Tax Manager.

Role Responsibilities – Tax Associate

• Assist with trust tax return preparation, filing, and compliance activities with external tax advisors and internal stakeholders.
• Manage tax payment processes, including review, approval, reconciliation, and submission of federal and state tax payments.
• Process and track tax payments, ensuring timely payments, proper documentation, and compliance with filing deadlines.
• Research, analyze, and resolve tax-related inquiries, notices, discrepancies, and compliance issues.
• Coordinate preparation of internal and external tax returns by organizing and providing information to necessary parties.
• Administer tax refund reviews and reconciliations, validating accuracy and maintaining supporting records.
• Conduct tax onboarding and due diligence for new trust accounts, including research, document collection, classification, and filing requirement assessments.
• Manage tax documentation and workflow systems, ensuring accurate records, document uploads, and follow-up on outstanding information requests.
• Serve as a liaison among tax preparers, trust officers, case managers, accounting teams, and other stakeholders to facilitate tax compliance and issue resolution.

Role Responsibilities – Compliance Associate

• Assist in monitoring compliance with internal policies, procedures, and applicable federal and state regulations.
• Maintain compliance logs, tracking reports, and departmental records.
• Assist with regulatory examinations, audits, and requests for information by gathering documentation and preparing reports.
• Provide compliance administrative support to the Chief Fiduciary Officer, Directors of Personal Trust Services, and Fiduciary Tax Manager as needed.
• Support strategic and ad hoc projects by performing research, data analysis, report preparation, and process improvement initiatives.

Competencies

Communication Skills

• Excellent verbal, written, and interpersonal communication skills.
• Professional interaction with coworkers, clients, and vendors.
• Be aware of and follow company policies for electronic communications and internet use.

Computer/Technical Skills/Subject Matter Expertise

• Display proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc.
• Proficiency in using Microsoft Office applications.
• Ability to understand/learn basic fiduciary and trust taxation concepts.
• Understands and follows company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization

• Excellent attention to detail with the ability to prioritize multiple deadlines.
• Strong analytical, organizational, and problem-solving skills.

Judgment

• Strong understanding of fiduciary duty.
• Collaborate as a team member by providing backup support to colleagues and advancing organizational goals.
• Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
• Swiftly refer problems/issues to the appropriate person(s) when necessary.
• Demonstrate visible commitment to the Company's core values and guiding principles and achieving results.
• Able to identify common attempts at information security scams, like email phishing.

Role Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or an equivalent combination of education and relevant experience.
• Proficiency in Microsoft Excel is highly desired.
• Financial services experience or basic knowledge of trust taxation is preferred.
• Professional appearance and business-casual attire are required.