Trust Tax Coordinator

Description We are looking for a highly detail-oriented Trust Tax Coordinator to join our team in Milwaukee, Wisconsin. In this long-term contract position, you will play a key role in managing trust tax processes and ensuring compliance with tax regulations for various accounts, including Qualified Settlement Funds. This opportunity is ideal for someone with a strong background in trust accounting and taxation, who can collaborate with external firms and financial advisors to ensure accurate and timely filings.

Responsibilities :

• Prepare and review trust tax returns, including Form 1041s, ensuring accuracy and compliance with regulations.
• Investigate and resolve discrepancies in K-1 forms, verifying values and correcting errors.
• Coordinate year-end closing activities within the trust accounting system.
• Identify and monitor transactions for proper 1099 reporting.
• Organize tax worksheets and supporting documentation for external tax preparers.
• Assist in setting up new trust accounts and ensuring proper documentation.
• Collaborate with external firms, such as Ernst & Young, and financial advisors to facilitate tax-related processes.
• Review sensitive returns for accuracy and completeness before submission.
• Provide general support for trust and wealth management coordination efforts.
• Work closely with the Trust Accountant to manage trust accounts effectively. Requirements - Proven experience in trust accounting and taxation.
• Strong familiarity with trust tax returns, including Form 1041s, and Settlement Funds.
• Knowledge of K-1 and 1099 forms, with the ability to address discrepancies and ensure proper reporting.
• Proficiency in using tax-related software such as InnoTrust, Excel, and One Source.
• Exceptional attention to detail and accuracy in financial documentation.
• Ability to collaborate effectively with external firms and financial advisors.
• Previous experience managing sensitive tax filings and supporting wealth management services.
• Strong organizational skills, with the ability to handle multiple accounts and deadlines.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https : / / www.roberthalf.com / us / en / mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract / temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract / temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M / F / Disability / Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https : / / www.roberthalf.com / us / en / terms) .