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Trust Tax Jobs (NOW HIRING)

Bryn Mawr Trust

Senior Trust Tax Accountant

Hershey, PA · On-site

$77K - $127K/yr

The Senior Tax Trust Accountant is responsible for the preparation of moderate/complex investment management, trust and individual federal, state and local tax returns. In addition, the incumbent ...

Plantemoran

Trust Tax Manager

Chicago, IL · On-site

$114K - $149K/yr

Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust (PMT) tax work, including 1041 compliance, review of trust distributions and funding, and tax planning.

Wolters Kluwer

Tax Analyst - Trust Tax

Wichita, KS · On-site

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Riverwoods, IL

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Riverwoods, IL · On-site

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Fifth Third

Trust Tax Accountant

Cincinnati, OH · On-site

Serve as tax support to trust officers and assistants in the Investment Advisors division to meet the information needs required to provide and excellent customer experience and sustain growth.

New

Plantemoran

Trust Tax Manager

Southfield, MI · On-site

$101K - $133K/yr

Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust (PMT) tax work, including 1041 compliance, review of trust distributions and funding, and tax planning.

Wolters Kluwer

Tax Analyst - Trust Tax

Riverwoods, IL

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Kennesaw, GA · On-site

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Clayton, MO · On-site

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Coppell, TX · On-site

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Wichita, KS

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Coppell, TX

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Clayton, MO

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Clayton, MO · On-site

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Wichita, KS

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Coppell, TX · On-site

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Kennesaw, GA · On-site

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

Wolters Kluwer

Tax Analyst - Trust Tax

Kennesaw, GA

$57K - $98K/yr

As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings , while providing valuable insights into tax compliance and strategies.

KPMG

Associate, Trust Tax

Providence, RI · On-site

$59K - $78K/yr

KPMG is currently seeking a Trust Tax Associate to join our Business Tax Services practice. Responsibilities: * Prepare and review fiduciary tax returns, including Forms 1041, 5227, 990, 990-PF, 1040 ...

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$55K

$129.4K

$176K

How much do trust tax jobs pay per year?

As of Jun 17, 2026, the average yearly pay for trust tax in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

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

To thrive in a Trust Tax role, you need a solid background in tax law and accounting principles, typically supported by a bachelor’s degree in accounting, finance, or a related field, and relevant certifications such as CPA or Enrolled Agent. Familiarity with tax preparation and research software, trust administration platforms, and tax compliance systems is crucial. Strong analytical thinking, attention to detail, and effective interpersonal skills set top professionals apart in this field. These qualities are essential for accurately managing complex trust tax matters, ensuring compliance, and building trusted client relationships.

What is a Trust Tax job?

A Trust Tax job involves managing the tax compliance and planning for trusts, estates, and beneficiaries. Professionals in this role prepare tax returns, ensure compliance with tax laws, and provide advisory services to minimize tax liabilities. They often work with attorneys, financial advisors, and trustees to optimize tax strategies and maintain regulatory compliance. The role requires knowledge of tax codes, estate planning, and fiduciary responsibilities.

What are the primary responsibilities of a Trust Tax professional on a daily basis?

A Trust Tax professional is typically responsible for preparing and reviewing fiduciary tax returns, conducting tax research to address complex trust and estate issues, and ensuring compliance with federal and state tax regulations. Daily tasks may include analyzing trust documents, collaborating with attorneys and financial advisors, and providing tax planning guidance to clients or beneficiaries. The role often involves working both independently and as part of a broader wealth management or private client services team. Staying up to date with changes in tax laws and effectively communicating complex information to clients are also key aspects of the job. This variety offers both intellectual challenge and opportunities for professional growth.

More about Trust Tax jobs
What cities are hiring for Trust Tax jobs? Cities with the most Trust Tax job openings:
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Trust Tax jobs near you
Infographic showing various Trust Tax job openings in the United States as of June 2026, with employment types broken down into 57% Full Time, 7% Part Time, and 36% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.
Senior Trust Tax Accountant

Senior Trust Tax Accountant

Bryn Mawr Trust

Hershey, PA • On-site

$77K - $127K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Senior Tax Trust Accountant is responsible for the preparation of moderate/complex investment management, trust and individual federal, state and local tax returns. In addition, the incumbent will research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department staff to resolve tax issues and notices.
Job Responsibilities:
  • Apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for moderate to complex trust, exempt organization, estate and individual federal, state and local tax returns, including gift tax and generation skipping transfer tax returns.
  • Maintain a current review of assigned account transactions for accurate tax code assignments and account coding.
  • Review new account opening documentation and set the appropriate coding in the accounting and tax system.
  • Review closing account documentation to determine tax reserves needed for payment of federal, state, and local income taxes and tax service fees.
  • Respond to and resolve notices received by federal, state and local taxing authorities.
  • Stay current with tax law changes and application to assigned account assignment.
  • Provide support to trust tax accountants in training and professional development and performs secondary review of returns.
  • Additional responsibilities as required.
  • Support the mission, strategy and values of BMT.

Minimum Qualifications:
  • Bachelor's degree in accounting or Business-related field or in lieu of degree- 10 years relevant trust tax preparation experience.
  • A minimum of 5 years of trust tax experience required.
  • Excellent PC skills with the ability to operate in multiple processing systems.
  • Demonstrated oral and written communication skills.
  • Experience in secondary review of tax returns.
  • Credentialed tax professional- EA, CPA, or JD.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$77,390.00 - $127,139.75
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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