CO Sr Trust Tax Accountant
MidFirst Bank, Denver, CO, United States
Senior Trust Tax Accountant
The Senior Trust Tax Accountant is responsible for the
accurate, complete, and timely preparation, review, and filing of federal and state fiduciary tax returns
for MidFirst Wealth Management, including forms
1098, 1099 series, 5227, 5498, 1041, 1042, 990PF , and related filings. This position provides
technical tax expertise , leads review processes, partners with external tax vendors, and serves as a resource for trust officers and internal partners on trust taxation, compliance matters, and complex account structures. The Senior Trust Tax Accountant will also contribute to
process improvement , ensure compliance with fiduciary tax laws and regulations, and support internal education and training.
Key Responsibilities
Tax Preparation & Review
Review fiduciary tax returns prior to filing for accuracy and regulatory compliance.
Review client tax documents prior to mailing to ensure accuracy.
Oversee e‑filing of tax returns, extensions, and estimated taxes.
Ensure timely payment of federal and state taxes, including reconciliation of vendor‑prepared data.
Technical Tax Expertise
Maintain up‑to‑date knowledge of federal and state tax laws impacting trusts, estates, IRAs, charitable trusts, and other complex account types.
Research complex tax issues and provide guidance to Wealth Management partners.
Recommend changes to transaction processing and account maintenance to improve tax reporting accuracy.
Operational & Administrative Support
Review transactions for taxable events and reporting accuracy.
Review new and closing accounts and coordinate with the tax vendor.
Maintain and update tax account lists and reporting profiles.
Monitor federal and state correspondence for all tax‑related matters.
Perform document scanning, archiving, and report generation as needed.
Collaboration & Leadership
Serve as a resource and mentor to staff regarding tax requirements and account structures.
Provide tax guidance to internal teams, clients, and external vendors.
Participate in tax‑season planning and workflow management.
Minimum Qualifications
Bachelor's Degree, preferably in Accounting, Finance, Economics, or Business Administration. (Postgraduate work in accounting or law preferred.)
2–3+ years of trust and estate tax experience, including advanced understanding of fiduciary tax issues and applicable laws.
Working knowledge of trust accounting systems and Microsoft Office.
Strong verbal and written communication skills.
High attention to detail and capacity to prioritize and multitask under pressure.
Ability to work independently and maintain confidentiality.
Preferred Qualifications
Experience reviewing fiduciary returns prepared by third‑party vendors.
CPA
Intermediatetoadvanced understanding of:
Irrevocable trusts
IRA and tax‑deferred accounts
Estate administration
Complex trust structures (grantor, distributing, charitable, etc.)
Familiarity with Fidelity tax software
Core Competencies
Analytical thinking and problem solving
Ability to communicate complex tax topics clearly
Professional judgment and discretion
Reliability, cooperation, and adaptability in a deadline‑driven environment
Compensation & Benefits
Annual Salary Range: $86,000 - $136,000. Compensation is aligned to experience, skills and education. Benefits: We offer a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position. This position is expected to close on August 1, 2026. If the position has not been filled by the expected date, the date may be extended and will be updated on the job posting.
Equal Opportunity Employer
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.
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The Senior Trust Tax Accountant is responsible for the
accurate, complete, and timely preparation, review, and filing of federal and state fiduciary tax returns
for MidFirst Wealth Management, including forms
1098, 1099 series, 5227, 5498, 1041, 1042, 990PF , and related filings. This position provides
technical tax expertise , leads review processes, partners with external tax vendors, and serves as a resource for trust officers and internal partners on trust taxation, compliance matters, and complex account structures. The Senior Trust Tax Accountant will also contribute to
process improvement , ensure compliance with fiduciary tax laws and regulations, and support internal education and training.
Key Responsibilities
Tax Preparation & Review
Review fiduciary tax returns prior to filing for accuracy and regulatory compliance.
Review client tax documents prior to mailing to ensure accuracy.
Oversee e‑filing of tax returns, extensions, and estimated taxes.
Ensure timely payment of federal and state taxes, including reconciliation of vendor‑prepared data.
Technical Tax Expertise
Maintain up‑to‑date knowledge of federal and state tax laws impacting trusts, estates, IRAs, charitable trusts, and other complex account types.
Research complex tax issues and provide guidance to Wealth Management partners.
Recommend changes to transaction processing and account maintenance to improve tax reporting accuracy.
Operational & Administrative Support
Review transactions for taxable events and reporting accuracy.
Review new and closing accounts and coordinate with the tax vendor.
Maintain and update tax account lists and reporting profiles.
Monitor federal and state correspondence for all tax‑related matters.
Perform document scanning, archiving, and report generation as needed.
Collaboration & Leadership
Serve as a resource and mentor to staff regarding tax requirements and account structures.
Provide tax guidance to internal teams, clients, and external vendors.
Participate in tax‑season planning and workflow management.
Minimum Qualifications
Bachelor's Degree, preferably in Accounting, Finance, Economics, or Business Administration. (Postgraduate work in accounting or law preferred.)
2–3+ years of trust and estate tax experience, including advanced understanding of fiduciary tax issues and applicable laws.
Working knowledge of trust accounting systems and Microsoft Office.
Strong verbal and written communication skills.
High attention to detail and capacity to prioritize and multitask under pressure.
Ability to work independently and maintain confidentiality.
Preferred Qualifications
Experience reviewing fiduciary returns prepared by third‑party vendors.
CPA
Intermediatetoadvanced understanding of:
Irrevocable trusts
IRA and tax‑deferred accounts
Estate administration
Complex trust structures (grantor, distributing, charitable, etc.)
Familiarity with Fidelity tax software
Core Competencies
Analytical thinking and problem solving
Ability to communicate complex tax topics clearly
Professional judgment and discretion
Reliability, cooperation, and adaptability in a deadline‑driven environment
Compensation & Benefits
Annual Salary Range: $86,000 - $136,000. Compensation is aligned to experience, skills and education. Benefits: We offer a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position. This position is expected to close on August 1, 2026. If the position has not been filled by the expected date, the date may be extended and will be updated on the job posting.
Equal Opportunity Employer
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.
#J-18808-Ljbffr