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Trust Tax Officer Jobs (NOW HIRING)

Commercial Bank & Trust Co

Trust Tax Officer

Paris, TN · On-site

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 ...

CFS

Trust Tax Accountant

Boston, MA · Remote

Partner with internal trust officers and advisors. * Research complex trust taxation matters. * Ensure compliance with federal and state filing requirements. Qualifications * Ideal Trust Tax ...

Fifth Third

Trust Tax Manager

Cincinnati, OH

$106K - $139K/yr

Advises Trust Officers, external customers, attorneys, and accountants on highly complex tax matters which affect the administration of accounts. * Keeps management and Trust Officers advised as to ...

Fifth Third Bank

Trust Tax Manager

Grand Rapids, MI · On-site

$106K - $139K/yr

Advises Trust Officers, external customers, attorneys, and accountants on highly complex tax matters which affect the administration of accounts. * Keeps management and Trust Officers advised as to ...

Fifth Third

Trust Tax Manager

Grand Rapids, MI · On-site

$106K - $139K/yr

Advises Trust Officers, external customers, attorneys, and accountants on highly complex tax matters which affect the administration of accounts. * Keeps management and Trust Officers advised as to ...

Brown Brothers Harriman & Co.

Tax Officer

Manhattan, NY · On-site

$110 - $150/hr

Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts. * Develop and review tax plans to minimize overall estate and income ...

New

Brown Brothers Harriman & Co.

Tax Officer

New York, NY · On-site

$110K - $150K/yr

Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts. * Develop and review tax plans to minimize overall estate and income ...

Broadway Bank

Senior Tax Officer II

San Antonio, TX · On-site

Senior Tax Officer II Division: Wealth Mgmt Operations WorkDays:Monday - Friday Hours of Operation ... Experience & Education: * 5-8 years of Wealth Management tax experience in reporting, trust ...

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

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.

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.

Capital First Trust Company

Trust Officer

Milwaukee, WI · On-site

$65 - $100/hr

Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide ... Monitors the completion of trust tax returns. * Complies with Trust Administration checklists ...

Capital First Trust Company

Trust Officer

Milwaukee, WI · On-site

$80K - $100K/yr

Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide ... Monitors the completion of trust tax returns.Complies with Trust Administration checklists related ...

U.S. Bank

Trust Tax Operations Accountant

Tempe, AZ · On-site

The Trust Tax Operations Accountant is responsible for leading critical tax operations, process ... Officers, advisors, and operational teams. - Promote a culture of ownership, accountability ...

Frost Bank

Trust Tax Accountant II

San Antonio, TX

If so, then the Trust Tax Accountant II role may be right for you! At Frost, it's about more than a ... Advise investment officers and account administrators of any tax situations related to processing ...

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Trust Tax Officer information

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$39.5K

$87.7K

$123K

How much do trust tax officer jobs pay per year?

As of Aug 23, 2026, the average yearly pay for trust tax officer in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What is a trust tax officer?

Trust Tax Officers are financial professionals who specialize in managing and administering the tax responsibilities of trusts. They ensure that trusts comply with relevant tax laws, prepare tax returns, and advise trustees or beneficiaries on tax-related matters. Their work involves staying updated on tax regulations, minimizing tax liabilities, and liaising with tax authorities as needed. Trust Tax Officers often work for banks, trust companies, or law firms, supporting clients in managing complex trust structures.

What are the key skills and qualifications needed to thrive as a trust tax officer?

To thrive as a Trust Tax Officer, you need a solid understanding of tax law, trust administration, and fiduciary accounting, often supported by a finance or accounting degree and relevant certifications like CPA or CTA. Familiarity with tax preparation software, trust management systems, and compliance reporting tools is typically required. Strong analytical thinking, attention to detail, and clear communication skills help you interpret complex regulations and collaborate with clients and legal professionals. These capabilities ensure accurate tax filings, regulatory compliance, and effective management of trust assets.

What are some common challenges trust tax officers face when managing complex trust structures?

Trust Tax Officers often encounter challenges such as navigating evolving tax regulations, handling multi-jurisdictional trusts, and ensuring timely and accurate reporting for beneficiaries with diverse needs. Balancing the requirements of compliance with providing tailored tax strategies can be demanding, especially when dealing with intricate asset portfolios or international elements. Strong attention to detail, continuous learning, and effective communication with legal, accounting, and client service teams are key to overcoming these challenges and delivering value to clients.

What is the difference between Trust Tax Officer vs Trust Accountant?

AspectTrust Tax OfficerTrust Accountant
Primary RoleHandles tax compliance and reporting for trustsManages trust financial records and accounting
CertificationsTax certifications, such as CPA or CTAAccounting certifications, like CPA
Work EnvironmentTax offices, financial institutionsAccounting firms, trust management companies
Employer & IndustryFinancial services, legal firmsAccounting firms, trust management

While both roles work within trust management, the Trust Tax Officer focuses on tax compliance and reporting, requiring tax-specific certifications. The Trust Accountant manages financial records and accounting tasks related to trusts. Understanding these differences helps in choosing the right career path or job search focus.

More about Trust Tax Officer jobs

What job categories do people searching Trust Tax Officer jobs look for?

The top searched job categories for Trust Tax Officer jobs are:

Trust Tax Officer jobs near you
Infographic showing various Trust Tax Officer job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

Trust Tax Officer

Commercial Bank & Trust Co

Union City, TN • On-site

Full-time

Posted 9 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