Fiduciary Accounting and Reporting Analyst

Administer fiduciary tax reporting and withholding compliance for Tompkins Financial Advisors, ensuring accurate, timely informational returns and reconciliations. Lead required minimum distribution processes and support complex fiduciary accounting for estates, trusts, and charitable reporting, including annual NYS Attorney General Charitable Reports. Maintain data integrity across reporting systems, drive process accuracy and improvements, and serve as a subject matter resource to internal partners by researching and resolving fiduciary and tax reporting issues.