The Tax Coordinator is under the general supervision of the Treasurer and is responsible for all aspects of trust tax reporting and some Institute tax reporting. This is a part-time position now (20-30 hours) and then full-time during tax season.

• Prepare and file trust tax returns, including 1041’s, 5227’s, and 1041-A’s. Explain and support the returns to investment administrators, trustors, and the IRS
• Prepare or assist other departments in the preparation of other tax returns and reports, including 1099’s, 1065’s, 1098-T’s, 1098’s, and 1042’s
• Prepare Forms 1040 for certain constituents. Handle all follow up matters relating to these returns with IRS
• Research tax and accounting issues as necessary to prepare accurate returns and give tax advice
• Study changes in tax laws as they affect MBI, trustors, and constituents
• Ensuring that the maintenance and upkeep of all tax software systems is properly cared for
• Facilitate work for all outside tax assistance
• Coordinate the work of the tax preparers and review their work
• Audit transaction posted by Investment Accounting
• Perform related and special duties as assigned

• CPA
• Trust tax experienced
• Accounting background