Trust Tax Specialist

Cumberland Trust was founded on the idea of doing things differently in the trust world. This applies to how we treat our clients in a personalized fashion, and it applies to how we interact with each other. Our employees are our greatest asset, and we continually strive to ensure each person has an experience that provides personal fulfillment and professional growth.

We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service.

Cumberland Trust is searching for a Tax Specialist. The Trust Tax Specialist role is designed to assist in managing and overseeing the tax-related activities for trust accounts. This position involves preparing documentation, maintaining records, assisting in gathering a complete packet of information for the preparation of tax returns, and ensuring compliance with relevant tax laws. The Trust Tax Specialist will work closely with CPA partners, trust administration, and other team members to provide seamless support in trust tax matters.

Tax season requires extended work schedule (6 days a week) from February, March, April, and September with no PTO during this time. During remainder of year, schedule may be less than full-time.

This position requires the following skills:

• Bachelor’s degree in business, tax, or accounting is preferred
• 5 years’ experience in tax or accounting preferred
• Knowledge of Microsoft Office and basic computer skills
• Ability to meet tight deadlines
• Strong communication skills
• Ability to coordinate among internal departments and external tax professionals
• Strong organizational skills
• Strong research skills

If these match your skills and you share our values of integrity, reliability, respect, and opportunity, we would love the chance to talk to you!