Fiduciary Tax Coordinator
Job Overview:
Contemporary Staffing Solutions is seeking a Fiduciary Tax Coordinator to join our client and support the smooth processing, tracking, and administration of trust-related tax filings. In this role, you will help maintain accurate records, ensure timely payments, and assist tax advisors with critical documentation needed for return preparation. This position plays a key part in keeping fiduciary tax operations organized, compliant, and running efficiently. This is a hybrid opportunity based in Philadelphia, PA, requiring 3–4 days onsite, with potential for full onsite training.
Compensation:
$20–$21 per hour
Work Schedule:
Monday–Friday, standard business hours
Key Responsibilities of the Fiduciary Tax Coordinator:
- Support the preparation, filing, and status tracking of federal and state fiduciary tax returns while maintaining detailed processing records.
- Ensure accurate management of estimated tax data, including coordinating with Relationship Managers regarding necessary cash amounts and processing payments on time.
- Handle administrative tax functions such as processing check requests, depositing refund checks, and maintaining thorough document management records.
- Assist Tax Advisors by gathering and organizing information required for return completion and collaborating effectively with tax operations colleagues.
- Participate in department and firm initiatives aimed at improving processes, driving efficiencies, and enhancing team capabilities.
Qualifications and Skills for the Fiduciary Tax Coordinator:
- A bachelor’s degree is preferred, though relevant professional experience in lieu of a degree is welcomed.
- At least two years of experience in financial services, ideally within a fiduciary or trust-focused environment.
- Strong proficiency in Microsoft Office and comfort working with electronic systems and document management tools.
- Excellent communication, organization, and problem?solving skills, with the ability to work accurately under pressure and maintain confidentiality.
- Familiarity with Salesforce is a plus, along with a proactive work ethic and ability to support colleagues and clients professionally.
Why Join Us?
This role offers valuable exposure to the fiduciary tax field, providing opportunities to deepen your knowledge of trust taxation and financial services. You’ll collaborate with experienced tax professionals while helping streamline essential processes that support client service excellence. CSS works closely with job seekers to match them with roles where they can grow, contribute, and thrive.About Us:
Contemporary Staffing Solutions (CSS) is a trusted leader in providing contract, temporary, temp-to-hire, and direct hire staffing solutions. With decades of experience, we’ve grown from a staffing agency to a nationwide provider of workforce management solutions. Our niche recruitment expertise spans Accounting & Finance, Call Center & Office Support, Human Resources, Sales & Marketing, and Information Technology. Explore more about CSS and how we connect great talent with exceptional opportunities by visiting www.ContemporaryStaffing.com.Recommended Jobs
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