Arden Trust Company
Join to apply for the
Trust Tax Officer
role at
Arden Trust Company
3 days ago Be among the first 25 applicants
Join to apply for the
Trust Tax Officer
role at
Arden Trust Company
Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.
As Arden’s Senior Trust Tax Officer, you will be part of a team of professionals providing the highest level of service to our clients. Your role will be to work closely with outside tax preparers and the trust administrative team to ensure the efficient and timely tax filing of all fiduciary returns. Working collaboratively with the Chief Fiduciary Officer, Administration, Operations, and Compliance teams, you will serve as the primary subject matter specialist for fiduciary transfer tax and IRA issues.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Resolve issues and answer questions related to fiduciary and transfer tax filing requirements
Research tax issues, notices, and resolve problems with the IRS and other taxing authorities
Provide expertise to Trust Officers and Regional Trust Managers regarding fiduciary tax questions and issues
Work closely with the assigned Trust Officer on all IRA accounts to review initial account opening documentation, distributions, transfers, calculation of RMDs and required filings
Serve as primary liaison with outside tax preparers
Responsible for coordination of all fiduciary tax preparation including annual fiduciary returns, estimated tax payments and foundation quarterly calculations and payments
Review the tax setup of all new accounts and ensure proper coding. When appropriate, collaborate with Trust Officers to determine changes in account tax classification.
Provide NRA tax support internally and coordinate with outside tax preparers
Coordinate 1099 compilation
Exercise independent judgement and resolve issues to meet business objectives
Interpret policies, procedures, and compliance requirements
Identify and recommend opportunities for process improvement and risk control development
SKILLS
Understanding of fiduciary taxation and filing requirements
Technical knowledge of inherited IRAs
Knowledge of trust and estate planning with ability to interpret trust documents. Knowledge of charitable foundations is a plus
Estate, gift, and Generation-Skipping Transfer Tax (GSTT) knowledge
Understanding of the UPIA
Grasp of federal and state trust taxation issues
Proven risk management skills
Partnership and client servicing skills
Strong interpersonal and effective communication skills
Strong organizational skills and aptitude for detail
Teamwork and leadership orientation
Ability to easily adapt to fast paced work environment
Coordinate with multiple lines of business
SUPERVISORY RESPONSIBILITIES None
EDUCATION AND EXPERIENCE
Bachelor's degree: accounting or business degree preferred
Four or more years of fiduciary tax experience
Experience with AddVantage and OneSource a plus.
CERTIFICATES, LICENSES, REGISTRATION
CPA or Enrolled Agent, JD, CFP, CTFA beneficial.
PHYSICAL DEMAND
Ability to sit at a computer for long periods of time
Standing, walking, talking, hearing, sitting, reaching, grasping
OTHER DUTIES Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
SIGNATURE Employee’s signature below constitutes employee's understanding of the requirements, essential functions and duties of the position.
INTERNAL APPLICANT POLICY Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
#J-18808-Ljbffr
Trust Tax Officer
role at
Arden Trust Company
3 days ago Be among the first 25 applicants
Join to apply for the
Trust Tax Officer
role at
Arden Trust Company
Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.
As Arden’s Senior Trust Tax Officer, you will be part of a team of professionals providing the highest level of service to our clients. Your role will be to work closely with outside tax preparers and the trust administrative team to ensure the efficient and timely tax filing of all fiduciary returns. Working collaboratively with the Chief Fiduciary Officer, Administration, Operations, and Compliance teams, you will serve as the primary subject matter specialist for fiduciary transfer tax and IRA issues.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Resolve issues and answer questions related to fiduciary and transfer tax filing requirements
Research tax issues, notices, and resolve problems with the IRS and other taxing authorities
Provide expertise to Trust Officers and Regional Trust Managers regarding fiduciary tax questions and issues
Work closely with the assigned Trust Officer on all IRA accounts to review initial account opening documentation, distributions, transfers, calculation of RMDs and required filings
Serve as primary liaison with outside tax preparers
Responsible for coordination of all fiduciary tax preparation including annual fiduciary returns, estimated tax payments and foundation quarterly calculations and payments
Review the tax setup of all new accounts and ensure proper coding. When appropriate, collaborate with Trust Officers to determine changes in account tax classification.
Provide NRA tax support internally and coordinate with outside tax preparers
Coordinate 1099 compilation
Exercise independent judgement and resolve issues to meet business objectives
Interpret policies, procedures, and compliance requirements
Identify and recommend opportunities for process improvement and risk control development
SKILLS
Understanding of fiduciary taxation and filing requirements
Technical knowledge of inherited IRAs
Knowledge of trust and estate planning with ability to interpret trust documents. Knowledge of charitable foundations is a plus
Estate, gift, and Generation-Skipping Transfer Tax (GSTT) knowledge
Understanding of the UPIA
Grasp of federal and state trust taxation issues
Proven risk management skills
Partnership and client servicing skills
Strong interpersonal and effective communication skills
Strong organizational skills and aptitude for detail
Teamwork and leadership orientation
Ability to easily adapt to fast paced work environment
Coordinate with multiple lines of business
SUPERVISORY RESPONSIBILITIES None
EDUCATION AND EXPERIENCE
Bachelor's degree: accounting or business degree preferred
Four or more years of fiduciary tax experience
Experience with AddVantage and OneSource a plus.
CERTIFICATES, LICENSES, REGISTRATION
CPA or Enrolled Agent, JD, CFP, CTFA beneficial.
PHYSICAL DEMAND
Ability to sit at a computer for long periods of time
Standing, walking, talking, hearing, sitting, reaching, grasping
OTHER DUTIES Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
SIGNATURE Employee’s signature below constitutes employee's understanding of the requirements, essential functions and duties of the position.
INTERNAL APPLICANT POLICY Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
#J-18808-Ljbffr