Peak Trust Company

Trust Tax Manager

Anchorage, AK - Full Time

Overview:
Peak Trust Company is seeking a skilled and experienced Trust Tax Manager to oversee all aspects of trust tax administration within our firm. The Trust Tax Manager will be responsible for ensuring compliance with tax regulations, ensuring timely completion of tax filings, and providing expert guidance on trust taxation matters. This role offers an exciting opportunity to work closely with our clients, advisors, and internal teams to optimize tax outcomes and enhance overall client satisfaction.
Key Responsibilities:
  • Manage the preparation and filing of trust tax returns, including Forms 1041 and related state filings, ensuring accuracy and compliance with all applicable tax laws and regulations.
  • Analyze trust documents and financial information to ensure tax obligations for all accounts are being successfully completed.
  • Stay current on changes to tax laws, regulations, and industry trends affecting trust taxation, and communicate implications to relevant stakeholders.
  • Collaborate with trust administrators, investment professionals, and legal counsel to coordinate tax planning strategies and address client needs.
  • Provide tax-related guidance and support to clients and internal teams, answering inquiries and resolving tax-related issues in a timely and professional manner.
  • Develop and maintain strong relationships with clients, serving as a trusted advisor on tax matters and contributing to the overall success of our firm.
  • Supervise existing Tax Officers at all locations and refine internal tax processes.
  • Policy and Procedure refinement and creation as it relates to internal tax processes.
Qualifications:
  • Bachelor's degree in Accounting, Finance, or related field; CPA or advanced degree (e.g., MST) preferred.
  • Minimum of 2 years of experience in trust taxation, with a strong understanding of fiduciary income taxation principles and regulations.
  • Thorough knowledge of IRS regulations and reporting requirements related to trusts and estates.
  • Excellent analytical skills with the ability to interpret complex trust documents and financial data.
  • Strong attention to detail and accuracy, with a commitment to delivering high-quality work within deadlines.
  • Effective communication skills, both written and verbal, with the ability to explain tax concepts and strategies to clients and colleagues.
  • Proven ability to work independently and collaboratively in a fast-paced, client-focused environment.
Why Work For Peak Trust Company:
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 relentless pursuit 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 continuous 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:
Submit your application and resume by applying to this job.

 
Apply: Trust Tax Manager
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I certify that the information provided in this employment application is true and complete to the best of my knowledge. I authorize Peak Trust Company to verify the information provided and to obtain references regarding my work performance, including employment history, education, and other relevant information, as permitted by law. I release Peak Trust Company and all persons or entities providing such information from any liability that may result from furnishing or using this information in making an employment decision.

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