Fiduciary Tax Administrator

The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms **1041, 990, 5227, and 1099** ). The role requires understanding asset income taxability, strong written and verbal communication with non‑tax professionals, a commitment to exceptional internal and external client service, and the ability to multitask and manage tax volume under competing priorities.

Key Accountabilities:

+ Coordinate fiduciary tax tasks, processes, and team workflows across volume
+ Ability specialized specific tax law areas
+ Trust, estate , IRAs, & GST taxation background
+ Project management for special client and organizational projects
+ Review account documents for assigned accounts
+ Manage and maintain assigned accounts for timely, accurate tax reporting
+ Mitigate client, administrator, and internal inquiries, support trust, and investment teams
+ Respond ...