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Trust Tax Jobs (NOW HIRING)

Commercial Bank & Trust Co

Trust Tax Officer

Paris, TN · On-site

Reconcile trust cash, bank, brokerage, and fiduciary accounts while researching and resolving discrepancies. * Process authorized wire transfers, investment transactions, tax payments, and other ...

Fifth Third Bank

Trust Tax Manager

Grand Rapids, MI · On-site

$106K - $139K/yr

The Trust Tax Manager directs and supervises, directly or indirectly, the tax return preparation and related client service activities of a large team of tax professionals (7-10) including Senior ...

Fifth Third

Trust Tax Manager

Grand Rapids, MI · On-site

$106K - $139K/yr

The Trust Tax Manager directs and supervises, directly or indirectly, the tax return preparation and related client service activities of a large team of tax professionals (7-10) including Senior ...

Fifth Third

Trust Tax Manager

Cincinnati, OH · On-site

$106K - $139K/yr

The Trust Tax Manager directs and supervises, directly or indirectly, the tax return preparation and related client service activities of a large team of tax professionals (7-10) including Senior ...

MidFirst Bank

Trust Tax Administrator

Denver, CO · On-site

$70K - $150K/yr

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 ...

MidFirst Bank

Trust Tax Manager

Denver, CO · On-site

$120K - $170K/yr

The Trust Tax Manager will oversee the work of the Trust Tax Group to ensure the complete, accurate and timely preparation and filing of tax documents for MidFirst Wealth Management (Forms: 1098 ...

Fifth Third Bank

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.

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.

Fifth Third

Trust Tax Accountant

Grand Rapids, MI · 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.

Regal Executive Search

Trust Tax Supervisor

Milwaukee, WI · On-site

$109K - $143K/yr

Trust Tax Supervisor Outsourcing Department Team Responsibilities: The Outsourcing Tax Department is responsible for the preparation & filing of fiduciary, estate, generation skipping, gift ...

H. T. PROF Group

Tax Senior - Estate & Trust Tax

Salem, OR · On-site

$90 - $120/hr

Candidates must have estate and trust tax experience. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K ...

Frost Bank

Trust Tax Accountant II

San Antonio, TX · On-site

If so, then the Trust Tax Accountant II role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost ...

TIAA

Sr. Trust Tax Analyst

Frisco, TX · On-site

$69K - $107K/yr

Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the implementation, administration, and processing ...

Frost Bank

Trust Tax Accountant II

San Antonio, TX · On-site

If so, then the Trust Tax Accountant II role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost ...

TIAA

Sr. Trust Tax Analyst

Frisco, TX · On-site

$69K - $107K/yr

Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the implementation, administration, and processing ...

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Trust Tax information

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$55K

$129.4K

$176K

How much do trust tax jobs pay per year?

As of Aug 26, 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 is a trust tax?

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 does a trust tax professional do?

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.

What are the key skills and qualifications needed to thrive in the trust tax position?

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.

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Trust Tax jobs near you
Infographic showing various Trust Tax job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

Trust Tax Officer

Commercial Bank & Trust Co

Union City, TN • On-site

Full-time

Posted 11 days ago

Job description

Role and Responsibilities:

  • Maintain the Trust Ledger by accurately processing receipts, disbursements, transfers, journal entries, investment transactions, scheduled transactions, and other fiduciary account activity.
  • Reconcile trust cash, bank, brokerage, and fiduciary accounts while researching and resolving discrepancies.
  • Process authorized wire transfers, investment transactions, tax payments, and other fiduciary account activity.
  • Maintain accurate account records, market values, scheduled transactions, and supporting documentation.
  • Assist with opening, maintaining, transferring, and closing trust, estate, retirement, agency, and custodial accounts.
  • Prepare operational and management reports, trust accounting, fee processing, reconciliations, Annual Asset Reviews, and other required fiduciary reports.
  • Assist with month-end and year-end accounting processes and maintain accurate fiduciary records.
  • Lead the fiduciary tax administration process by coordinating the preparation, review, and timely filing of required federal and state fiduciary tax returns while serving as the department’s primary resource for fiduciary tax reporting.
  • Prepare tax information and supporting documentation for CPAs and coordinate the review of completed fiduciary tax returns.
  • Coordinate fiduciary tax payments, estimated tax payments, CPA invoices, tax preparation fees, and monitor filing deadlines.
  • Ensure trust operations comply with governing documents, bank policies, fiduciary regulations, and applicable federal and state laws.
  • Maintain fiduciary records and documentation in accordance with bank’s records retention policy an applicable regulatory requirement.
  • Coordinate Annual Asset Reviews and maintain supporting documentation for internal audits, external audits, and regulatory examinations.
  • Serve as a technical resource for Trust Officers by providing guidance and support on fiduciary accounting, trust operations, fiduciary tax administration, and operational processes.
  • Develop and maintain positive working relationships with Trust Officers, clients, beneficiaries, attorneys, CPAs, investment advisors, and other professional partners.
  • Research operational, accounting, and fiduciary tax issues and recommend appropriate resolutions and process improvements.
  • Assist with the development, maintenance, and documentation of Trust Department procedures and operational processes.
  • Identify opportunities to improve operational efficiency, strengthen internal controls, and support continuous process improvement.
  • Crosstrain with Trust Department associates and provide backup support for essential department functions.
  • Participate in departmental projects, system enhancements, and other strategic initiatives.
  • Maintain prompt and regular attendance.
  • Demonstrate a positive, helpful attitude with co-workers and customers.
  • Strives to improve efficiency in his/her work area through cost savings.
  • Perform other duties as assigned.
  • Completes all training assigned by HR, IT, Compliance, BSA, and supervisor on a timely basis.
  • Follows IT Security Policies and Procedures, including the diligent reporting of phishing emails.


Qualifications and Education Requirements

  • Bachelor’s degree in Accounting, Finance, Business Administrating or related field
  • Experience in trust accounting, fiduciary administration, or fiduciary income tax reporting.


Commercial Bank and Trust Company is an Equal Opportunity Employer - Vets/Disabled