Trust Tax & Administration Specialist

Wintrust Financial Corporation; Chicago (IL); Sur place; USD 28 000 - 37 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental

Vision

Life Insurance

Disability Insurance

401(k) Match

FSA

Employee Stock Purchase Plan

Parental Leave

EAP

Banking Benefits

Pet Insurance

Résumé du poste

Wintrust Wealth Management in Chicago, IL seeks a Trust Associate (Tax) to support fiduciary tax reporting and trust administration. You will coordinate with tax providers, track filing deadlines, process payments, and assist with account onboarding, reviews, and client service.

The role requires a bachelor’s degree and 2–5 years in trust/fiduciary operations, strong Excel skills, and attention to detail. We offer a comprehensive benefits package and opportunities to advance within a respected

Qualifications

• Bachelor's degree or equivalent in Accounting, Finance, Business Admin, or related field.
• 2–5 years of experience in trust administration, fiduciary operations, tax administration, or related field.
• Proficiency in Microsoft Excel and Word.

Responsabilités

• Assist fiduciary tax reporting for trusts, estates, charitable entities, guardianships, and agency accounts.
• Coordinate with tax service providers, Trust Officers, and Administrators for tax returns.
• Track fiduciary tax return deadlines and tax filings.
• Process federal and state tax payments and estimated payments.
• Provide administrative support for trust accounts, including openings, closings, and documentation.

Connaissances

Fiduciary tax reporting

Account maintenance

Detail orientation

Communication

Microsoft Excel

Formation

Bachelor's degree

Outils

TrustDesk

OneSource

Description du poste

Wintrust Wealth Management in Chicago, IL seeks a Trust Associate (Tax) to support fiduciary tax reporting and trust administration. You will coordinate with tax providers, track filing deadlines, process payments, and assist with account onboarding, reviews, and client service.

The role requires a bachelor’s degree and 2–5 years in trust/fiduciary operations, strong Excel skills, and attention to detail. We offer a comprehensive benefits package and opportunities to advance within a respected