Fiduciary Tax Operations Officer at Lake City Bank

Warsaw, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Oct, 26

Salary

0.0

Posted On

11 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fiduciary Tax Reporting, Tax Compliance, Trust Administration, Tax Accounting, Banking Operations, Project Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Regulatory Compliance

Industry

Banking

Description

Do you have experience in fiduciary tax operations and compliance and want to work for a company that values your future? As a Fiduciary Tax Operations Officer in Warsaw, IN, you will coordinate fiduciary tax reporting, compliance, and payment activities for trust and retirement accounts. In this role, you will collaborate with clients, accounting firms, and internal teams to ensure accurate tax processing, maintain regulatory compliance, and deliver exceptional client service. In this role, you will: * Coordinate fiduciary income tax administration by distributing tax worksheets and supporting documentation to external accounting firms. * Manage fiduciary tax return processing, including tracking return status, preparing documents for officer review and signature, and maintaining accurate records. * Oversee preparation, distribution, mailing, and archiving of Forms 1099, 1099-NEC, 1099-R, 5498, and other required tax documents. Flexible location (requires training in Warsaw, followed by weekly onsite availability). Required Qualifications: * Bachelor’s degree in relevant field or equivalent combination of education and experience. * Three+ years of trust administration, tax accounting, banking operations, or related experience. * Understanding of bank procedures and policies. * Proficient PC skills with emphasis on Microsoft Word, Excel, and Outlook required. * Project management skills. Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person’s merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics. Applicants have rights under Federal Employment Laws [https://www.lakecitybank.com/about-us/applicant-rights/]

Responsibilities

Coordinate fiduciary income tax administration and reporting for trust and retirement accounts. Manage the processing of tax returns and the distribution of required tax documents like Forms 1099 and 5498.