Senior Trust Tax Compliance Specialist

MidFirst Bank; Oklahoma City (OK); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid holidays

Job summary

MidFirst Wealth Management seeks a Trust Tax Administrator to ensure accurate preparation and filing of tax documents (1098, 1099 series, 5227, 5498, 1041/1042/990PF) for estates, trusts, and investments. You will oversee compliance, mentor staff, and coordinate with preparers and authorities.

The role requires advanced knowledge of tax laws, five+ years in trust/estate tax work, and strong communication. CPA/JD preferred; CTFA desirable.Benefits include comprehensive medical/dental/vision and

Qualifications

• Knowledge of tax laws related to trusts and estates.

Responsibilities

• Review tax reporting documents for completeness and accuracy prior to filing.
• Review documents for completeness before client mailing.
• Stay current on tax regulations for estates, trusts, and investment accounts.
• Apply knowledge to moderately complex accounts (e.g., irrevocable, IRA, distributing trusts).
• Ensure compliance with tax regulations in documents and forms.
• Provide recommendations to improve transaction processing for accurate reporting.
• Educate Wealth Management staff on tax and related accounts.

Skills

Tax knowledge

Trust administration

MS Office

Communication

Attention to detail

Independent work

Education

Bachelor's degree preferred

CPA or JD preferred

CTFA desirable

Tools

MS Office

Windows OS

Trust accounting software

Job description

MidFirst Wealth Management seeks a Trust Tax Administrator to ensure accurate preparation and filing of tax documents (1098, 1099 series, 5227, 5498, 1041/1042/990PF) for estates, trusts, and investments. You will oversee compliance, mentor staff, and coordinate with preparers and authorities.

The role requires advanced knowledge of tax laws, five+ years in trust/estate tax work, and strong communication. CPA/JD preferred; CTFA desirable.Benefits include comprehensive medical/dental/vision and