What are the responsibilities and job description for the Trust Tax Coordinator position at Peak Trust Company?
About Peak Trust Company
Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We’re looking for a dependable, detail-oriented individual to join us.
The Opportunity
The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we’re looking for someone who is:
Key Responsibilities
Administrative & Coordination Duties (Primary Focus)
Qualifications
Required
We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset.
Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success.
We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
How To Apply:
To apply for this job submit your application and resume.
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Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We’re looking for a dependable, detail-oriented individual to join us.
The Opportunity
The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we’re looking for someone who is:
- Highly organized
- Comfortable with forms, deadlines, and documentation
- Detail-focused
- Strong at follow-through and coordination
- Able to communicate clearly with internal teams and external professionals
Key Responsibilities
Administrative & Coordination Duties (Primary Focus)
- Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys
- Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders
- Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed
- Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving
- Review incoming IRS and state notices, routing them appropriately and helping coordinate responses
- Assist with routine communications, reminders, and documentation related to fiduciary tax filings
- Assist in the execution and filing of fiduciary tax returns (state and federal)
- Track estimated tax payments and ensure timely submission
- Support basic tax research with guidance from senior team members
Qualifications
Required
- Strong administrative skills and ability to manage multiple deadlines
- Excellent attention to detail, especially when working with forms, numbers, and documentation
- Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams)
- Ability to maintain confidential information with discretion
- Quick learner with the ability to absorb technical information
- Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments
- Exposure to trusts, estates, or fiduciary processes
- Prior tax preparation experience is a plus, but not necessary, we are willing to train
We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset.
Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success.
We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
How To Apply:
To apply for this job submit your application and resume.
Powered by JazzHR
lGRocpTR9M