Accounting/Finance - Tax Manager - Junior

Spectraforce Technologies; Lone Tree (CO); On-site; USD 42,000 - 54,000; Full time

Job summary

Spectraforce Technologies in the United States is seeking a detail-oriented Tax Clerk to support the Fiduciary Tax Department. This role focuses on administrative tasks, processing fiduciary tax documents, notices, and related records while assisting internal tax professionals and external vendors.

The successful candidate will handle confidential information, maintain organized logs, and collaborate across teams to ensure timely and accurate Form 1041 filings and state returns.

Qualifications

• 1–3 years of administrative, tax, accounting, or financial services experience preferred.
• Strong attention to detail and ability to manage high volumes of documents accurately.
• Proficiency with Microsoft Office applications (Excel, Word, Outlook).
• Ability to handle confidential and sensitive information with professionalism and discretion.
• Strong organizational skills and ability to prioritize tasks in a deadline‑driven environment.

Responsibilities

• Support fiduciary tax professionals with administrative tasks related to trust tax compliance.
• Assist with data gathering and organization for fiduciary income tax filings (Form 1041 and state filings).
• Coordinate information requests between internal teams, trust officers, and external tax preparers or vendors.
• Track outstanding tax items and maintain logs or spreadsheets.
• Receive, organize, scan, and log tax-related mail and documents.
• Accurately index and store documents in designated document management systems per retention requirements.
• Assist with tracking notices, deadlines, and follow-ups to ensure timely resolution.
• Prepare routine tax forms and supporting documentation (fiduciary information forms, address updates, authorizations).

Skills

Detail oriented

Microsoft Office

Confidentiality

Organization

Communication skills

Tools

Microsoft Office Suite

Job description

Job Title: Tax Clerk - Fiduciary Tax Department

Duration: 2+ months

Location: Henderson, NV or Lone Tree, CO

Department: Personal Trust Services - Fiduciary Tax

Reports To: Senior Tax Manager - Fiduciary Tax

Position Summary

The Fiduciary Tax Department seeks a detail‑oriented, organized Tax Clerk to provide administrative and tax support services for trust accounts. This role ensures accurate handling of tax documents, tax notices, and related fiduciary records while supporting internal tax professionals, external tax vendors, and cross‑department collaboration. The ideal candidate is highly organized, dependable, and comfortable working with sensitive financial and tax information in a regulated trust environment.

Key Responsibilities

Fiduciary Tax Support

• Support fiduciary tax professionals with administrative tasks related to trust tax compliance.
• Assist with data gathering and organization for fiduciary income tax filings (e.g., Form 1041 and related state filings).
• Help coordinate information requests between internal teams, trust officers, and external tax preparers or vendors.
• Track outstanding tax items and maintain accurate logs or spreadsheets.

Tax Administration & Document Management

• Receive, organize, scan, and log incoming tax‑related mail, including federal and state tax notices, tax documents, and correspondence.
• Accurately index and store documents in designated document management systems in accordance with fiduciary and retention requirements.
• Assist with tracking and monitoring tax notices, deadlines, and follow‑ups to ensure timely resolution.
• Prepare and process routine tax forms and supporting documentation (e.g., fiduciary information forms, address updates, authorizations).

Operational & Compliance Support

• Maintain confidentiality of client, trust, and tax information at all times.
• Follow established fiduciary tax procedures, internal controls, and compliance standards.
• Assist with special projects, audits, or process improvements as assigned.
• Support team efforts during peak tax season to ensure timely and accurate processing.

Required Qualifications

• 1–3 years of administrative, tax, accounting, or financial services experience preferred.
• Strong attention to detail and ability to manage high volumes of documents accurately.
• Proficiency with Microsoft Office applications (Excel, Word, Outlook).
• Ability to handle confidential and sensitive information with professionalism and discretion.
• Strong organizational skills and ability to prioritize tasks in a deadline‑driven environment.

Preferred Qualifications

• Experience in a trust company, bank, wealth‑management firm, or fiduciary environment.
• Familiarity with fiduciary income taxation, trust accounting, or tax notice resolution.
• Experience working with document management or workflow tracking systems.
• Prior exposure to tax forms such as Form 1041, state fiduciary returns, or IRS/state tax notices.

Competencies & Attributes

• Detail oriented with a strong focus on accuracy.
• Dependable and able to follow established procedures consistently.
• Strong written and verbal communication skills.
• Ability to work independently while also supporting a collaborative team environment.
• Comfortable with repetitive administrative tasks and process‑driven work.