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Trust Tax Specialist at Cumberland Trust & Investment Co.
Nashville, Tennessee, United States -
Full Time

Start Date

Immediate

Expiry Date

09 Sep, 26

Salary

0.0

Posted On

11 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Tax Preparation, Accounting, Microsoft Office, Communication Skills, Organizational Skills, Research Skills, Compliance, Trust Administration

Industry

Financial Services

Description
Description Cumberland Trust was founded on the idea of doing things differently in the trust world. This applies to how we treat our clients in a personalized fashion, and it applies to how we interact with each other. Our employees are our greatest asset, and we continually strive to ensure each person has an experience that provides personal fulfillment and professional growth. We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service. Cumberland Trust is searching for a Tax Specialist. The Trust Tax Specialist role is designed to assist in managing and overseeing the tax-related activities for trust accounts. This position involves preparing documentation, maintaining records, assisting in the preparation of tax returns, and ensuring compliance with relevant tax laws. The Trust Tax Specialist will work closely with CPA partners, trust administration, and other team members to provide seamless support in trust tax matters. Tax season requires extended work schedule (6 days a week) from February, March, April, and September with no PTO during this time. Requirements This position requires the following skills: Bachelor’s degree in business, tax, or accounting is preferred 2 years’ experience in tax or accounting preferred Knowledge of Microsoft Office and basic computer skills Ability to meet tight deadlines Strong communication skills Ability to coordinate among internal departments and external tax professionals Strong organizational skills Strong research skills If these match your skills and you share our values of integrity, reliability, respect, and opportunity, we would love the chance to talk to you!
Responsibilities
Manage and oversee tax-related activities for trust accounts, including preparing documentation and tax returns. Collaborate with CPA partners and trust administration to ensure compliance with tax laws.