Trust Tax Accountant II

Job Description

It’s about taking care of people, our people.

Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Trust Tax Accountant II role may be right for you!

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s 155-year legacy of providing unparalleled banking services.

Who you are:

As a Trust Tax Accountant II, you will prepare moderately complex to complex fiduciary, non-profit, and information returns for assigned accounts. You will be responsible work for minimizing liability for assigned accounts in compliance with all applicable federal, state, and local laws. Most importantly, this role is about providing top-quality service and doing it with integrity, caring and excellence in mind. 

What you’ll do:

• Set up and maintain all necessary records and information pertinent to the taxes on investment and trust accounts

• Review transactional tax coding to ensure proper tax reporting and taxability. Check periodic debits and credits to principal and income accounts for tax consequences

• Advise investment officers and account administrators of any tax situations related to processing the tax return, which could affect the management of their accounts

• Process backup and foreign tax withholding/reporting

• Monitor non-resident accounts to ensure compliance with IRS regulations

• Assist senior tax accountants with completing more complex tax returns

• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• 2+ years accounting or securities experience

• Bachelor’s degree or equivalent experience

• Excellent research and analytical skills

• Proficient in Microsoft computer applications

• Ability to multi task and meet deadlines

• Excellent written and verbal communication skills

Additional Preferred Skills:

• Securities experience

• Payroll experience

• Master’s degree and/or CPA

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

• Medical, dental, vision, long-term disability, and life insurance

• 401(k) matching

• Generous holiday and paid time off schedule

• Tuition reimbursement

• Extensive health and wellness programs, including our Employee Assistance Program

• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.