Trust Tax Accountant I
Frost Bank · San Antonio
Job Description
It’s about taking care of people, our people.
Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Trust Tax Accountant I role may be right for you!
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s 155-year legacy of providing unparalleled banking services.
Who you are:
As a Trust Tax Accountant I, you are a tax guru. In this role you will prepare fiduciary income tax returns, information returns, and related tax filings for our trust and investment customers. You have a keen attention to detail and are excited to use it towards maintaining records, schedules, and documentation. You believe collaboration is the key to success. Most importantly, this role is about providing top-quality service and doing it with integrity, caring and excellence in mind.
What you’ll do:
- Prepare fiduciary income tax returns, information returns, and related tax filings for trust and investment accounts
- Assist with trust tax compliance activities, including estimated tax payments, IRS and state correspondence, and account tax reporting requirements
- Perform monthly and periodic tax accounting activities, including review of tax data, reconciliation of account information, and support of tax reporting obligations in accordance with established procedures
- Research basic tax issues and assist in gathering supporting documentation
- Assist in identifying and resolving tax-related discrepancies
- Maintain account records, schedules, and supporting documentation, including account establishment and closure records, tax reporting information, transactional tax coding reviews, and analysis of account activity to support accurate fiduciary income and expense reporting
- Assist with annual information reporting, such as Forms 1099-DIV, 1099-INT, Schedule B review and other related compliance requirements
- Monitor account information and documentation to support regulatory, reporting, and tax compliance obligations
- Participate in professional development and training programs to build fiduciary taxation expertise
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you’ll need:
- Bachelor's degree in Accounting, Finance, Taxation, or a related field; or equivalent experience
- Working knowledge of basic accounting principles and concepts, including federal income tax concepts
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational skills
- Ability to manage multiple priorities and meet deadlines
- Excellent written and verbal communication skills
- Proficiency in Microsoft applications
Additional Preferred Skills:
- Demonstrated experience in accounting, tax, or financial services
- Exposure to fiduciary taxation, restate taxation, or trust administration
- Experience in using tax preparation or trust accounting software
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.
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