Qureos Mentor

The Trust Company of Kansas

<div>TRUST OPERATIONS SPECIALIST &ndash; TAX / RECONCILIATION DESK 


Job Summary: Assist head of Operations with recurring tax-related projects and other special and ongoing projects as necessary. Perform reconciliations of various types, on schedules ranging from daily to annually. Cross-train on other Operations Specialist responsibilities. 
Salary: Competitive salary based on experience.

Benefits: Major Medical High Deductible Health Plan, HSA or FSA Plan, Life Insurance, Disability Insurance, Paid Parking, Paid Time Off, Employee Stock Ownership Plan, 401(k)/Profit Sharing Plan

Hours: 8:30 a.m. - 4:30 p.m.

Locations: In-person, downtown Wichita office

Type of job: Full-time; salaried; non-exempt. 


Requirements / Attributes:
<ul>
<li>Accounting, trust, or banking experience preferred.</li>
<li>Bachelor&rsquo;s degree preferred.</li>
<li>Excel proficiency required.</li>
<li>Excellent organizational, analytical, and interpersonal skills; strong attention to detail; and proven ability to prioritize and multi-task required.</li>
<li>Personal cell phone required for multi-factor authentication for software access.</li>
<li>Ability to lift standard file boxes (approximately 35 pounds) required.</li></ul> 


Examples of Job Responsibilities:
<ul>
<li>Reconcile withholdings, partnership K-1s, checking accounts, suspense accounts, trust system output.</li>
<li>Prepare monthly data extract for tax vendor.</li>
<li>Respond to tax vendor and IRS questions regarding 1099/5498 data.</li>
<li>Assist other staff with questions relating to 1099/5498 reporting requirements.</li>
<li>Assist with operational responses to audits/exams.</li>
<li>Generate client web statements monthly.</li>
<li>Become proficient in all phases of MAUI (Trust Accounting) software in order to assist with posting, research, statements, etc.</li>
<li>Manage record retention/storage to comply with regulations and best practices.</li></ul> 


Cross-training Expectations:
<ul>
<li>Disbursements (Checks, ACHs, Wires)</li>
<li>Income receipts</li>
<li>Trade settlements</li>
<li>Cash flow management</li>
<li>Unique Assets assistance</li></ul> 


Software Usage:
<ul>
<li>MAUI (Trust accounting)</li>
<li>ACT (Client Relationship Manager)</li>
<li>Passport (Custodian online system)</li>
<li>Microsoft Office products</li></ul></div>

Trust Operations Specialist - Tax Desk

Join The Trust Company of Kansas and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

The Trust Company of Kansas

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Trust Operations Specialist - Tax Desk