Trust Tax Administrative Associate

Farmers Trust Company; Boardman (OH); On-site; USD 52,000 - 78,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Tax documents

Education

Associate’s degree in accounting or finance

Job description

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.