About this opportunity
Tompkins Community Bank lists this Fiduciary Accounting and Reporting Analyst opportunity in ithaca, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview
nThe Fiduciary Accounting and Reporting Analyst supports Tompkins Financial Advisors by administering fiduciary tax reporting, required minimum distribution processes, and withholding compliance. This role ensures accuracy, regulatory adherence, and consistency across fiduciary accounting and reporting activities, while supporting complex trust and estate accountings. The position requires strong analytical capabilities, attention to detail, and the ability to manage multiple priorities to meet critical deadlines, while providing subject matter expertise to internal stakeholders.
nResponsibilities
nnnFiduciary Tax Reporting and Compliance Excellence – Ensure accurate and timely preparation of fiduciary tax reporting, including informational returns and withholding reconciliation, in compliance with IRS and state regulations.
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nnRetirement Distribution Oversight – Lead and manage required minimum distribution processes to ensure regulatory compliance, operational efficiency, and risk mitigation.
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nnFiduciary Accounting and Trust Support – Support the preparation and maintenance of complex fiduciary accountings, including estates, trusts, and charitable reporting requirements.
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nnData Integrity and Operational Accuracy – Drive consistency, accuracy, and reliability of financial data, transactions, and reporting processes that impact client outcomes and fiduciary records.
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nnStakeholder Support and Client Experience Enhancement – Serve as a subject matter resource to internal partners and contribute to a high-quality client experience through responsive research, communication, and issue resolution.
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nnFiduciary Tax Reporting and Regulatory Compliance
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nnPrepare and file informational tax reports (e.g., 1099, 5498, 1098 series)
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nnManage federal and state withholding review and reconciliation
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nnLead required minimum distribution processes in accordance with IRS regulations
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nnFiduciary Accounting and Trust Administration Support
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nnSupport preparation of complex estate and trust accountings, including supplemental needs trusts
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nnMaintain fiduciary accounting bridge and data retention processes
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nnPrepare asset valuations and basis adjustments
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nnRegulatory and External Reporting
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nnLead preparation of annual NYS Attorney General Charitable Reports
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nnEnsure compliance with applicable fiduciary, tax, and reporting regulations
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nnData Integrity and Operational Effectiveness
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nnDrive consistency and accuracy of transactions impacting fiduciary and tax reporting
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nnSupport process improvements and maintain accurate financial records
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nnInternal Partnership and Operational Support
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nnAct as a resource for internal inquiries related to tax reporting and fiduciary matters
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nnConduct research to support client needs and issue resolution
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nnSupport vendor setup and accounts payable activities as needed
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n nQualifications
nnnBachelor’s degree in Accounting, Finance, or a related field preferred
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nnMinimum of 5 years of experience in fiduciary accounting, tax services, or a professional services environment required.
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nnProficiency in Microsoft Office applications, particularly Excel and Word; experience with trust accounting and tax preparation systems (e.g., ONESOURCE™) preferred
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nnDemonstrated knowledge of fiduciary accounting, trust operations, and tax reporting requirements
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nnWorking knowledge of IRAs, retirement plans, and related distribution requirements
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nnStrong analytical, organizational, and time management skills with the ability to prioritize and meet deadlines
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nnEffective communication and collaboration skills with the ability to work independently and cross-functionally
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n nBenefits
nnnMedical
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nnDental
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nnVision
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nn401(k) Match
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nnProfit Sharing
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nnPaid Time Off
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nn11 Holidays
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nnTuition Reimbursement
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nnFree Parking throughout Tompkins Community Bank
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nnEmployee Referrals
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n nEEO Statement
nTompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
nFor more information, please click here (
n#financialadvisors
n#LI-hybrid
nPay Range
nUSD $27.50 - USD $31.50 /Hr.
Worksite address
ithaca, NY, 14851, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.