Trust Tax Coordinator

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) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys.
• Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders.
• Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed.
• Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving.
• Review incoming IRS and state notices, routing them appropriately and helping coordinate responses.
• Assist with routine communications, reminders, and documentation related to fiduciary tax filings.
• Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal).
• Track estimated tax payments and ensure timely submission.
• Support basic tax research with guidance from senior team members.
• This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time.
• Qualifications Required Strong administrative skills and ability to manage multiple deadlines.
• Excellent attention to detail, especially when working with forms, numbers, and documentation.
• Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams).
• Ability to maintain confidential information with discretion.
• Quick learner with the ability to absorb technical information.
• Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments.
• Exposure to trusts, estates, or fiduciary processes.
• Prior tax preparation experience is a plus, but not necessary, we are willing to train.

Why Work For Peak Trust Company :

EEO Statement :

How To Apply :