YOUR OPPORTUNITY: DIRECTOR OF TRUST OPERATIONS AND TAXWe're looking for a knowledgeable and driven leader to oversee our Trust Operations and Tax Department. In this role, you'll serve as the in-house expert on trust taxation and accounting, ensuring all processes are accurate, efficient, and compliant with regulatory and internal standards. You'll play a key role in guiding both team members and clients through complex tax matters while continuously improving operations.
WHAT YOU'LL DO:- Lead and manage the Trust Operations and Tax team, ensuring high-quality, timely, and efficient work.
- Act as a trusted advisor to clients, financial advisors, and internal teams on complex fiduciary tax matters.
- Conduct ongoing tax research and provide guidance on evolving tax and accounting regulations.
- Oversee fiduciary tax processes, including reviewing account coding and partnering with tax vendors to ensure accuracy.
- Ensure compliance with all bank policies, audit expectations, OCC requirements, and industry regulations.
- Monitor daily operations such as trade settlements, income posting, reconciliations, and fee processing.
- Identify opportunities to improve processes, enhance client experience, and reduce risk.
- Support and recommend technology solutions to improve departmental effectiveness.
- Coach, mentor, and develop team members while managing performance and staffing needs.
WHAT MAKES YOU A GREAT FIT:- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience).
- At least 5 years of experience preparing fiduciary and individual tax returns.
- IRS Registered Tax Return Preparer (RTRP) certification.
- Strong leadership skills with experience managing and developing a team.
- Deep knowledge of fiduciary taxation, trust operations, and regulatory requirements.
- Ability to explain complex tax concepts clearly to clients and colleagues.
- Detail-oriented with a focus on accuracy, compliance, and continuous improvement.
- Strong problem-solving skills and a proactive, solutions-focused mindset.
HOURS:Regular business hours, Monday through Friday.
BENEFITS:We offer a comprehensive benefit package to our employees including medical, dental, vision, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.
LOCATION:Sioux City, IA
Main Bank
