Trust Tax Coordinator

Job Description

Job Description

About Peak Trust Company

Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We’re looking for a dependable, detail-oriented individual to join us.

The Opportunity

The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we’re looking for someone who is :

• Highly organized
• Comfortable with forms, deadlines, and documentation
• Detail-focused
• Strong at follow-through and coordination
• Able to communicate clearly with internal teams and external professionals

If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth.

Key Responsibilities

Administrative & Coordination Duties (Primary Focus)

Tax Support Functions

This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time.

Qualifications

Required

Preferred (but not required)

Why Work For Peak Trust Company :

We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset.

Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success.

We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.

EEO Statement :

Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.

How To Apply :

To apply for this job submit your application and resume.

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