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Trust Operations & Tax Manager

Sioux City, IA 51101

Employment Type: Direct Hire Industry: Accounting/Finance Job Number: 051-DH18

Are you a Tax professional tired of working long hours during tax season? Searching for candidate with trust/tax experience to lead department for one of our clients. Excellent opportunity with a really great company!

This Trust Operations & Tax Manager will be responsible for overall management of the Trust Operations & Tax Department, along with serving as the in-house expert for trust taxation and accounting issues. Will also assure compliance with all policies & procedures and industry, audit and OCC requirements.

Responsibilities of Trust Operations & Tax Manager will include:

  • Working with clients, advisors and trust administrators in answering complex tax questions
  • Conduct ongoing tax research on behalf of company and trust clients and advise staff on tax and accounting matters
  • Review and revise coding issues within accounts for accurate computation of fiduciary income tax by tax vendor and act as liaison between tax vendor and staff
  • Stay current on compliance developments, regulatory trends and changes in laws that affect all trust activities
  • Provide support for all tech requirements
  • Oversee daily processing and reconciling of all trade settlement activity, income posting and fees


  • Bachelor’s Degree in Accounting or related field.
  • 3 - 5+ years of experience in preparation of fiduciary and individual tax returns.
  • Must be an IRS Registered Tax Return Preparer or have ability to register.
  • Knowledge of fiduciary, legal, tax, and investment concepts.
  • Advanced problem solving and analytical skills.
  • Strong reconciliation skills.
  • Excellent communication, interpersonal, and organizational skills.

EEO/AA Client; Pre-employment background and credit check may be required.

If interested, please email resume to: jroepke@aventure. com

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Jobs Apply Now October 17, 2014

Our Mission

Aventure Staffing provides employment solutions at all levels for our valued employees and clients. We will build enduring partnerships based on integrity, loyalty, mutual respect and trust. Our consultative approach and excellence in quality and service will set the standards for the staffing industry.


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