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, 1099-MISC, 1099-NEC, 1099-B, 1099-DIV, 1099-INT, 1099-R, 5227, 5498, 1041, 1042, 1042-S and 990PF). This includes but is not limited to: oversight and coordination of tax compliance for Wealth Management; and interaction and communication with the tax preparers and the taxing authorities, as well as MidFirst employees, regarding specific tax and account issues. The position also requires the research of specific account tax issues and must demonstrate an intermediate to advanced knowledge of tax laws, regulations and processes relating to the products supported by Wealth Management. As needed, this position may assume additional account administration and research responsibilities to support Wealth Management and its clients.
Duties include but are not limited to:
- Serve as lead liaison to third party tax vendor to manage tax reporting function
- Reviewing tax reporting documents prior to filings with the taxing authorities for completeness and accuracy;
- Reviewing tax documents to be sent to clients for completeness and accuracy prior to mailing
- Maintain a current working knowledge of all tax laws and regulations related to the administration of estates, trust and investment accounts;
- Acquire and apply knowledge of tax issues in handling moderately complex accounts (e.g. irrevocable trusts, IRAs, distributing trusts, trust agency, etc.);
- Review legal documents, correspondence and forms and ensure compliance with tax regulations;
- Provide recommendations to management regarding changes to transaction processing and account maintenance to ensure more accurate reporting to the taxing authorities;
- Act as educator and mentor to Wealth Management and MidFirst employees regarding tax and related trusts, estate, and investment accounts.
- Management responsibilities to include personnel management.
Minimum education level necessary to perform this position:
- Bachelor’s Degree, preferably in Economics, Finance or Business Administration
- Post-graduate work in accounting or law is preferable
Other certifications/degrees:
- CPA or JD preferred
- CTFA or other trust certification desirable
- CFP
Work Experience of skills required to perform this position:
- Intermediate/Advanced knowledge of tax issues related to trust and estate services and applicable laws
- Five years or more of working experience in trust and estate administration, with emphasis on tax issues related to trust and estate administration
- Working knowledge of Microsoft Office and Windows operating environment
- Working knowledge of trust accounting and related systems
- Advanced proficiency in verbal and written communication
- Excellent attention to detail
- Ability to be effective under pressure
- Advanced ability to prioritize and multi-task
- Ability to professionally interact with all levels of employees and clients
- Ability to respect and hold confidential information
- Effectively work independently as required
- Establish priorities and follow through to completion
- Dependable, cooperative, flexible
Salary Range: $120,000.00 - $170,000.00. Compensation is aligned to experience, skills and education. The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position.Ideally this position will be filled by September 30, 2026. If the position hasn't been filled, the date may be extended.
