What are the responsibilities and job description for the Director of Trust Operations and Tax position at Security National Corporation?
YOUR OPPORTUNITY: DIRECTOR OF TRUST OPERATIONS AND TAX
We’re looking for a knowledgeable and driven leader to oversee our Trust Operations and Tax Department. In this role, you’ll serve as the in-house expert on trust taxation and accounting, ensuring all processes are accurate, efficient, and compliant with regulatory and internal standards. You’ll play a key role in guiding both team members and clients through complex tax matters while continuously improving operations.
WHAT YOU’LL DO:
- Lead and manage the Trust Operations and Tax team, ensuring high-quality, timely, and efficient work.
- Act as a trusted advisor to clients, financial advisors, and internal teams on complex fiduciary tax matters.
- Conduct ongoing tax research and provide guidance on evolving tax and accounting regulations.
- Oversee fiduciary tax processes, including reviewing account coding and partnering with tax vendors to ensure accuracy.
- Ensure compliance with all bank policies, audit expectations, OCC requirements, and industry regulations.
- Monitor daily operations such as trade settlements, income posting, reconciliations, and fee processing.
- Identify opportunities to improve processes, enhance client experience, and reduce risk.
- Support and recommend technology solutions to improve departmental effectiveness.
- Coach, mentor, and develop team members while managing performance and staffing needs.
WHAT MAKES YOU A GREAT FIT:
- Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience).
- At least 5 years of experience preparing fiduciary and individual tax returns.
- IRS Registered Tax Return Preparer (RTRP) certification.
- Strong leadership skills with experience managing and developing a team.
- Deep knowledge of fiduciary taxation, trust operations, and regulatory requirements.
- Ability to explain complex tax concepts clearly to clients and colleagues.
- Detail-oriented with a focus on accuracy, compliance, and continuous improvement.
- Strong problem-solving skills and a proactive, solutions-focused mindset.
WHY SECURITY NATIONAL BANK:
Your work plays a vital role behind every successful client experience. You help ensure accuracy, compliance, and a smooth process—giving clients confidence in their financial journey. You’ll join a supportive, team-focused environment where your expertise is valued and your impact is meaningful.
HOURS:
Regular business hours, Monday through Friday.
BENEFITS:
We offer a comprehensive benefit package to our employees including medical, dental, vision, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.
ABOUT SECURITY NATIONAL BANK:
Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.
Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.
LEARN MORE:
https://www.snbonline.com/mattertoday
LOCATION:
Sioux City, IA
Main Bank
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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