Senior Trust Tax Accountant

Fifth Third Bank

. Prepare required tax filings for approximately 750 complex fiduciary accounts .

Posted 9/23/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing complex fiduciary tax returns, including Forms 1041, 1099, and 5227, while ensuring compliance with tax laws and regulations. Capable of mentoring staff and providing strategic tax advice to clients and advisors.

Highest-signal resume keywords

Fiduciary Tax Return PreparationTax Law ResearchClient Advisory on Tax ImplicationsMentoring and TrainingAccounting and Tax Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationFiduciary Income Tax ReturnsForms 1041, 1099, 5227Charitable Entity Tax ReturnsTax Projection GenerationAudit Trail PreparationTax Software ProficiencyAccounting PrinciplesRegulatory ComplianceComplex Problem-Solving

Soft Skills

Analytical SkillsStrong Communication SkillsSound JudgmentTeam CollaborationAbility to Work Independently

Tools & Technologies

Microsoft OfficeTax Preparation Software

Certifications & Qualifications

CPAEAMBA

Industry Keywords

Fiduciary AccountsEstate TaxInvestment PartnershipsCharitable TrustsGST TrustsTax FilingsIRS CorrespondenceState Tax AuthoritiesTax PlanningTax Deductions

About the role

Key responsibilities & impact

Prepare required tax filings for approximately 750 complex fiduciary accounts
Prepare fiduciary income tax returns, including Forms 1041, 1099 and 5227
Prepare charitable entity, individual, partnership, gift and estate tax returns
Prepare appropriate work-papers and audit trails
Complete complex returns accurately with minimal review
Meet production goals and regulatory deadlines
Develop technical skills and remain current with tax and estate laws and regulations
Serve as a subject matter expert in a specialty area such as estates, investment partnerships, charitable trusts and foundations, GST trusts or tax research
Assist with tax return review and finalize less complex fiduciary income tax returns
Provide feedback to team members regarding reviewed returns, transactions and work papers
Review trust documents and ensure accurate taxation of assigned accounts
Monitor and analyze account transactions for tax consequences
Advise Portfolio Managers, Trust Officers and Wealth Management Advisors on tax implications
Generate individual income tax projections for tax planning
Respond to client and advisor questions about tax liabilities, deductions, credits and related issues
Correspond with the Internal Revenue Service and state tax authorities
Participate in Investment Advisors project teams as an income tax subject matter expert
Research federal, state and local tax law issues
Research and present internal departmental training on relevant tax topics
Mentor, guide and train less experienced staff
Assist with department special projects, policy and procedure changes, issue escalation and complex problem-solving

Requirements

What you’ll need

Bachelor's Degree in Accounting or Finance
Minimum 7–10 years’ experience in tax or prior public or industry accounting
Advanced working knowledge of accounting and tax subject matters
Microsoft Office software proficiency
Understanding of tax return preparation software
Excellent analytical skills
Sound judgment and ability to apply logical/critical thought processes
Strong verbal and written communication skills
Ability to work individually with minimal or no supervision and as a team member
Ability to work in a professional and dynamic environment
CPA, EA or MBA preferred

Benefits

Comp & perks

Incentive compensation plan eligibility based on company, line of business and/or individual performance
Comprehensive benefits supporting physical, financial, emotional and social well-being