Trust Tax Administrative Assistant

Farmers Trust Company; Boardman (OH); Sur place; USD 52 000 - 78 000; Plein temps

Résumé du poste

Farmers National Banc Corp. in Boardman, OH is seeking a tax professional to support the Tax Officer in preparing tax services for trust accounts. Precision and attention to detail are essential for successful performance.

The role involves preparing and filing tax forms, processing electronic payments, payroll reporting for household employees, and confirming accurate tax setup for new accounts. Collaboration with trust officers is expected.

Qualifications

• Associate’s degree in accounting or finance (or comparable work experience).
• Minimum of five (5) years accounting/tax experience.

Responsabilités

• Prepare and file basic 1041 tax forms and assist the Tax Manager with more complex forms (1040, 990/990PF, 5227, 1099 INT/DIV/B/MISC).
• Process electronic estimated tax payments for individuals and private foundations via EFTPS and state payments manually.
• Prepare electronic federal and state quarterly payroll reports for clients with household employees.
• Prepare quarterly State of Ohio withholding filings electronically.
• Review new accounts for correct tax setup in the system and maintain IRA distributions/withholding.
• Monitor and update tax control sheets for active/closed trust accounts (Trust 1041, 990, 5227).
• Assist in tax coding issues with administrative staff and trust officers.

Connaissances

Tax documents

Formation

Associate’s degree in accounting or finance

Description du poste

Boardman Trust
Boardman Twp, OH 44512, USA

Description

SUMMARY: The primary duties of this position include assisting the Tax Officer in the preparation of tax services for all trust accounts. A high degree of accuracy and attention to detail is essential in this position.

ESSENTIAL DUTIES and/or RESPONSIBILITIES include, but are not limited to the following:

• Accurately prepare and file basic 1041 tax forms and assist the Tax Manager in the preparation of more complex tax forms: (1040, 990/990PF, 5227 and 1099 INT/DIV/B/MISC)
• Process electronic estimated tax payments for individuals and private foundations using the Federal EFTPS system. Also process various state estimated tax payments manually.
• Prepare electronic federal and state quarterly payroll reports for clients who have household employees
• Prepare quarterly electronic filing of State of Ohio withholding
• Review all new accounts with correct tax set-up on system
• Review IRA worksheets for distributions and withholding and maintain control of all IRA accounts
• Review account closings, maintain closed files, and make sure final tax preparation fees are taken on closed accounts
• Ensures that all closed trust files contain the required documentation and are properly prepared for scanning
• Review trust and agency accounts on system for proper tax codes and make changes as needed
• Assist in tax preparation fees of agency, trust, and individual accounts
• Monitor and update all tax control sheets for active and closed accounts for Trust 1041, 990, 5227 and personal 1040
• Assist administrative assistants and trust officers on various tax coding issues
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
• Regular, predictable attendance is an essential requirement of this position

EDUCATION and/or EXPERIENCE:

• Associate’s Degree in Accounting or Finance (or comparable work experience)
• Must have a minimum of five (5) years accounting/tax experience

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

Qualifications

Skills

Preferred

Tax Documents

Intermediate

Education

Preferred

Associates or better in Accounting or related field.

Associates or better in Finance or related field.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.