Trust Tax Accountant, Robert Half

Trust Tax Accountant

Robert Half

Location:

United States, Wilmington

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

This role will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning and advisory services, reviewing trust documents and financial statements, providing tax support, monitoring the remittance of tax payments, corresponding with internal and external tax advisors, and ensuring tax reporting complies with federal and state laws. This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution.

Job Responsibility:

Manage individual and corporate trust accounts
Assist with IRS filing systems
Keep abreast of all Trust rules and regulations
Identify and mitigate potential risk issues
Assist with client tax filing
Initiate the auditing process
Source and build prospect client pipeline
Build strong relationships with outside wealth advisors

Requirements:

5+ years of trust tax experience
2+ years of management/supervisory experience
Credentialed tax professional – CPA, EA or LLM
Proficient Microsoft Office skills, Advanced Excel
Trust or Financial services industry is also strongly preferred

Nice to have:

Bachelors degree in Accounting/Finance/Business Administration

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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