Trust Tax Officer (Hybrid or Remote)

Trust Tax Officer (Hybrid or Remote) Job Locations US-PA-Remote | US-PA-Lancaster | US-PA-Harrisburg Requisition ID Location Name Remote County Lancaster Category Investment Services Position Type (Portal Searching) Full-Time FLSA Status Exempt Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is a Full-time position that could be hybrid or remote. Responsible for the preparation of income tax returns, tax returns for trusts, estates, private foundations and 1099s for assigned accounts, and gift and partnership returns or common trust funds. Work closely with administration, and if needed, attorneys and accountants, to ensure accounts are opened and closed properly and proper documentation has been received. Responsibilities Preparation and filing of the applicable income tax returns for trusts, estates, private foundations and partnership returns, common trust funds, and 1099s. Review wills and trust documents to determine trust accounts have been properly set up for distributions and terminations. Review transaction coding to identify and correct miscoded transactions. Advise trust administrators of tax situations in their accounts which could affect the beneficiary or owner of the account. Review return accuracy for proper reporting to the beneficiary or owner of the account and that the tax return is correct. Prepare and file fiduciary estimated tax payments. Review account and transactional coding throughout the fiscal year. Respond to federal and state taxing authority tax notices. Self-directed research to increase tax knowledge. Attend applicable tax related seminars. Qualifications Education Bachelor Degree or the equivalent experience. Specialty: Accounting. (Required) Experience 7 or more years Trust tax department or other comparable environment. (Required) Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Pay Transparency To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The salary range for this position is $67,100.00 - $111,800.00 annually. Benefits Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. EEO Statement Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Created: 2024-10-22