Fiduciary Accounting and Reporting Analyst

Tompkins Financial
United States
Workplace: HybridFull timeUSD 27.5 - 31.5 hourlyFunction: Data Analytics & Business IntelligenceExperience: 5+ yearsEducation: bachelorsSkills: ["Analytical","Organizational","Time management","Prioritization","Communication","Collaboration"]

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.

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Tompkins Financial
Tompkins Financial
2 months ago

Fiduciary Accounting and Reporting Analyst

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Last checked: 17 hours agoStatus: Live

Job Summary

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.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Mid level

Key Responsibilities

  • •Ensure accurate and timely preparation of fiduciary tax reporting, informational returns, and withholding reconciliation in compliance with IRS and state regulations.
  • •Lead and manage required minimum distribution (RMD) processes to support regulatory compliance, efficiency, and risk mitigation.
  • •Support preparation and maintenance of complex fiduciary accountings for estates, trusts, and charitable reporting requirements.
  • •Drive consistency, accuracy, and reliability of financial data and transactions impacting fiduciary records and reporting outcomes.
  • •Serve as a subject matter resource for internal inquiries by conducting research, communicating findings, and supporting issue resolution.

Pay and Benefits

Salary: USD 27.5 - 31.5 hourly
Perks:Health InsuranceDentalVision401kProfit SharingPaid LeavePaid HolidaysFree ParkingEmployee Referrals

Key Requirements

  • •Minimum 5 years of experience in fiduciary accounting, tax services, or a professional services environment.
  • •Proficiency in Microsoft Office, particularly Excel and Word; experience with trust accounting and tax preparation systems (e.g., ONESOURCEâ„¢) preferred.
  • •Demonstrated knowledge of fiduciary accounting, trust operations, and tax reporting requirements.
  • •Working knowledge of IRAs, retirement plans, and related distribution requirements.
  • •Bachelor’s degree in Accounting, Finance, or a related field preferred.
Experience:5+ yearsFiduciary accountingTax servicesTrust accountingProfessional services
Education:Bachelor's in Accounting, Finance
Skills:AnalyticalOrganizationalTime managementPrioritizationCommunicationCollaboration
Tech Stack:Microsoft OfficeExcelWordONESOURCE

Company Brief

Tompkins Financial
Financial services holding company offering commercial and retail banking, wealth management, insurance, and employee benefits solutions through its subsidiary brands. Primarily serves individuals, businesses, and institutions across upstate New York and neighboring markets.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 250M to 500M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Ithaca, United States
Founded: 1836
WebsiteLinkedIn