Trust Tax Administrator

The Trust Tax Administrator provides support to the tax department team working to ensure the complete, accurate and timely preparation and filing of tax documents for MidFirst Wealth Management (Forms: 1098, 1099-MISC, 1099-NEC, 1099-DIOB, 1099-R, 5227, 5498, 1041, 1042, and 990PF). This job will help support the trust tax group with administrative tasks related to review of new accounts, closing accounts, transaction review, report generation and relative support tasks.

Duties include but are not limited to:

• Work closely with the trust tax group to ensure they are able to file tax returns in a timely manner.
• Reviewing transactions ensuring accuracy of reporting taxable items.
• Review account information including legal documents, correspondence, and forms as part of the tax review.
• Monitor correspondence from and to the federal and state tax authorities for all accounts overseen by the tax group.
• Review new and closing accounts, and communicate the necessary information to the tax vendor.
• Maintain account list, identifying tax preparation services being provided to each account or account type.
• Ensure timely payment of federal and state taxes through reconciliation of vendor prepared information.
• Participate in tax season events planning and setups.
• Complete electronic document scanning and archiving.
• Oversee e-filing of tax returns, extensions, and estimated taxes.

Minimum education level necessary to perform this position:

• Associate's Degree, preferably in Accounting, Finance, or Business Administration

Work Experience of skills required to perform this position:

• 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: $70,000.00 - $150,000.00. Compensation is aligned to experience, skills and education. The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, sick leave, and 401(k). Hours of paid leave may vary based on position. This position is anticipated to be filled by 12/31/25 and will be reposted if the position has not been filled.