Senior Trust Tax Analyst – Investment Funds

Community Bank, N.A.; Mishawum (MA); On-site; USD 72,000 - 125,000; Full time

Job summary

Community Bank, N.A. is seeking a Senior Trust Tax Accountant to oversee tax compliance for LLCs, CITs, and related investment entities in a demanding regulatory environment.

You will collaborate with Finance, Operations, Legal, and auditors to ensure accurate reporting, risk management, and efficient tax governance. A CPA and 5+ years of trust/investment tax experience are preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or related discipline.
• Minimum of 5 years of experience in trust taxation, partnership taxation, investment fund taxation, or related tax compliance functions.
• Demonstrated knowledge of: Partnership and LLC taxation; Form 990-T; Schedule K-1 analysis and reporting; Domestic and international withholding tax recovery; Tax compliance for investment entities.
• Strong analytical, organizational, and project management skills.
• Proven ability to manage multiple priorities and deadlines in a highly regulated environment.
• Advanced proficiency in Microsoft Excel and related financial reporting tools.
• Excellent written and verbal communication skills across all levels of the organization.

Responsibilities

• Oversee tax compliance activities for LLCs, CITs, and other investment-related entities; ensure regulatory adherence.
• Manage preparation, review, and filing of tax returns, including Form 990-T.
• Maintain tax compliance calendars for filings, extensions, estimated payments, and related deliverables.
• Oversee withholding tax recovery and reclaim processes with custodians and service providers.
• Review Schedule K-1s for accuracy and consistency with investment activity.
• Coordinate submission of tax documentation to foreign tax authorities and custodians.
• Evaluate tax implications of investment structures and transactions for internal stakeholders.
• Identify tax risks and implement corrective actions and process improvements.
• Support responses to auditor inquiries, regulatory examinations, and tax authority notices.
• Develop, document, and maintain tax policies, procedures, and internal controls.

Skills

Microsoft Excel

Analytical skills

Organization

Project management

Communication skills

Education

Bachelor's degree in Accounting/Finance/Taxation

CPA designation

Master's degree in Taxation

Job description

Community Bank, N.A. is seeking a Senior Trust Tax Accountant to oversee tax compliance for LLCs, CITs, and related investment entities in a demanding regulatory environment.

You will collaborate with Finance, Operations, Legal, and auditors to ensure accurate reporting, risk management, and efficient tax governance. A CPA and 5+ years of trust/investment tax experience are preferred.