Senior Trust Tax Manager

MidFirst Bank; Scottsdale (AZ); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Paid holidays

401(k) plan

Vacation leave

Sick leave

Job summary

MidFirst Bank is seeking a Trust Tax Manager to lead the Trust Tax Group and oversee accurate preparation and filing of tax documents for Wealth Management. You will coordinate with tax preparers, regulators, and internal staff to ensure compliant, timely tax reporting across multiple forms.

The role requires strong knowledge of trust and estate tax issues, plus 5+ years in related roles. Post-graduate accounting or law and CPA/JD preferred. Excellent communication and leadership are essential.

Qualifications

• Bachelor's degree in Economics, Finance or Business Administration.
• Post-graduate work in accounting or law is preferable.
• CPA or JD preferred; CTFA or other trust certification desirable.
• Five+ years of experience in trust and estate administration with tax focus.
• Advanced knowledge of tax laws for trust and estate services.

Responsibilities

• Lead liaison to third party tax vendor to manage tax reporting.
• Review tax reporting documents for completeness and accuracy before filings.
• Review tax documents to ensure client mailing accuracy.
• Maintain knowledge of tax laws related to estates, trusts and investment accounts.
• Apply knowledge to moderately complex accounts ( irrevocable trusts, IRAs, etc.).
• Review legal documents and forms for compliance with tax regs.
• Recommend changes to improve transaction processing and reporting.
• Educate Wealth Management staff on tax and trust concepts; mentor team.
• Oversee personnel management within the unit.

Skills

Tax knowledge

Communication

Attention to detail

Multitasking

Independent work

Verbal and written communication

Education

Bachelor's degree in Economics/Finance/Business Administration

Post-graduate work in accounting or law

Tools

Microsoft Office

Windows environment

Job description

MidFirst Bank is seeking a Trust Tax Manager to lead the Trust Tax Group and oversee accurate preparation and filing of tax documents for Wealth Management. You will coordinate with tax preparers, regulators, and internal staff to ensure compliant, timely tax reporting across multiple forms.

The role requires strong knowledge of trust and estate tax issues, plus 5+ years in related roles. Post-graduate accounting or law and CPA/JD preferred. Excellent communication and leadership are essential.