Fiduciary Tax & Trust Operations Lead

Commercial Bank & Trust Company; Jackson (TN); Hybrid; USD 80,000 - 105,000; Full time

Job summary

Commercial Bank and Trust Company in Jackson, TN is seeking a Trust Tax Officer to manage fiduciary accounting, tax reporting, and trust operations. The role requires a bachelor’s degree in accounting or related field and experience in fiduciary administration; you will lead tax compliance, coordinate asset reviews, and support audits while collaborating with CPAs and clients.

Strong attention to detail, regulatory knowledge, and capacity to improve processes are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administrating or related field.
• Experience in trust accounting, fiduciary administration, or fiduciary income tax reporting.

Responsibilities

• Maintain fiduciary accounts and process trust activity and journal entries.
• Reconcile trust cash, bank, brokerage, and fiduciary accounts; resolve discrepancies.
• Coordinate fiduciary tax administration and ensure timely filing of fiduciary returns.
• Prepare trust reports, account documentation, and asset reviews.
• Assist with opening, maintaining, and closing fiduciary accounts.
• Support audits and regulatory examinations with accurate records.

Skills

Trust accounting

Fiduciary administration

Tax reporting

Education

Bachelor’s degree in Accounting, Finance, Business Administrating or related field

Job description

Commercial Bank and Trust Company in Jackson, TN is seeking a Trust Tax Officer to manage fiduciary accounting, tax reporting, and trust operations. The role requires a bachelor’s degree in accounting or related field and experience in fiduciary administration; you will lead tax compliance, coordinate asset reviews, and support audits while collaborating with CPAs and clients.

Strong attention to detail, regulatory knowledge, and capacity to improve processes are essential.