Trust Tax Accountant

Fifth Third Bank

Trust tax accountant preparing fiduciary, charitable, individual, and gift tax returns for Fifth Third Bank. Researching tax law and advising Private Bank teams on tax matters.

Posted 8/4/2026full-timeCincinnati • Missouri, Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary tax return preparation, including Forms 1099, 1041, and 5227, while providing sound tax advice and projections. Proficient in analyzing tax implications and collaborating with investment teams to support client needs.

Highest-signal resume keywords

Fiduciary Tax Return PreparationTax Law ResearchMicrosoft Office ProficiencyCPA, EA, or MBA ProgressAnalytical and Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Tax ReturnsForms 1099Forms 1041Forms 5227Forms 990Forms 990PFForms 1040Forms 709Tax Return Preparation SoftwareElementary Accounting Knowledge

Soft Skills

Analytical SkillsVerbal CommunicationWritten CommunicationTeam CollaborationSound Judgment

Certifications & Qualifications

Bachelor's Degree in AccountingBachelor's Degree in FinanceCPAEAMBA

Industry Keywords

Tax ConsequencesInvestment AdvisorsCharitable Entity ReturnsTrust DocumentsRisk Management

About the role

Key responsibilities & impact

Prepare timely and accurate fiduciary tax returns, including Forms 1099, 1041, and 5227
Prepare ancillary charitable entity returns, individual returns, and gift tax returns, including Forms 990, 990PF, 1040, and 709
Retrieve and assimilate data required for income tax return preparation
Review trust documents and ensure accurate taxation of assigned accounts
Monitor and analyze transactions for tax consequences
Advise investment officers and account administrators on tax concerns
Calculate estimated taxes and generate tax projections for individual income clients
Answer questions about tax liabilities, deductions, and related issues, including correspondence with tax authorities
Interact with personal trust, Private Bank, and other Investment Advisors teams
Participate in new business development
Research federal, state, and local tax law issues
Research and present internal training on relevant tax topics
Support trust officers and assistants in the Investment Advisors division with tax information needs
Identify, assess, manage, monitor, and report risks within the Bank’s risk appetite

Requirements

What you’ll need

Bachelor's Degree in Accounting or Finance
Internship or co-operative experience in tax, or prior public or industry accounting experience preferred
Working toward CPA, EA, or MBA preferred
Knowledge of elementary accounting and tax subject matters
Proficiency with Microsoft Office software
Understanding of tax return preparation software preferred
Excellent analytical, verbal, and written communication skills
Ability to work individually and as a team member
Ability to work in a professional and dynamic environment
Sound judgment and ability to apply logical and critical thought processes
Capacity and interest to acquire technical knowledge of fiduciary accounting and taxation

Benefits

Comp & perks

Incentive compensation plan eligibility based on company, line of-business, and/or individual performance
Comprehensive benefits supporting physical, financial, emotional, and social well-being
Differentiated compensation offerings
Inclusive culture and equal employment opportunity