Nashville, TN · On-site
The Trust Tax Specialist role is designed to assist in managing and overseeing the tax-related activities for trust accounts. This position involves preparing documentation, maintaining records ...
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Nashville, TN · On-site
The Trust Tax Specialist role is designed to assist in managing and overseeing the tax-related activities for trust accounts. This position involves preparing documentation, maintaining records ...
$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.
$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.
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.
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.
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.
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.
$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.
$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.
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.
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.
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.
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.
$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.
$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.
$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.
$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.
$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.
$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.
$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.
$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.
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.
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.
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.
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.
$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.
$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.
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.
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.
$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.
$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.
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.
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.
$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.
$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.
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 ...
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 ...
Columbus, OH · On-site +1
$77K - $98K/yr
Description The Trust Tax Accountant is an integral member of the Trust Tax Services team and assists the Wealth Advisors, Trust Administrators, and Service Specialists in Huntington's Private Bank ...
Columbus, OH · On-site +1
$77K - $98K/yr
Description The Trust Tax Accountant is an integral member of the Trust Tax Services team and assists the Wealth Advisors, Trust Administrators, and Service Specialists in Huntington's Private Bank ...
$55K - $66K
0% of jobs
$66K - $77K
1% of jobs
$77K - $88K
3% of jobs
$88K - $99K
6% of jobs
$99K - $110K
13% of jobs
$111.5K is the 25th percentile. Wages below this are outliers.
$110K - $121K
16% of jobs
The median wage is $127.7K / yr.
$121K - $132K
19% of jobs
$143K is the 75th percentile. Wages above this are outliers.
$132K - $143K
18% of jobs
$143K - $154K
14% of jobs
$154K - $165K
7% of jobs
$165K - $176K
4% of jobs
$55K
$129.4K
$176K
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.
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.
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.
Full-time
PTO
This job post has expired 1 day ago. Applications are no longer accepted.
Cumberland Trust was founded on the idea of doing things differently in the trust world. This applies to how we treat our clients in a personalized fashion, and it applies to how we interact with each other. Our employees are our greatest asset, and we continually strive to ensure each person has an experience that provides personal fulfillment and professional growth.
We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service.
Cumberland Trust is searching for a Tax Specialist. The Trust Tax Specialist role is designed to assist in managing and overseeing the tax-related activities for trust accounts. This position involves preparing documentation, maintaining records, assisting in the preparation of tax returns, and ensuring compliance with relevant tax laws. The Trust Tax Specialist will work closely with CPA partners, trust administration, and other team members to provide seamless support in trust tax matters.
Tax season requires extended work schedule (6 days a week) from February, March, April, and September with no PTO during this time.
Requirements:This position requires the following skills:
If these match your skills and you share our values of integrity, reliability, respect, and opportunity, we would love the chance to talk to you!
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Finance and insurance
51 - 200 Employees
Nashville, TN, US
2001
