Fiduciary Tax Clerk - Trust Admin & Compliance

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

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.