Client Associate & Trust Services (Tax/Bill Pay)

Job Description

We are seeking a full-time Client Associate & Trust Services (Tax/Bill Pay) to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal clients. The focus areas will be Trust Tax and Trust Bill Pay. Your Role and Responsibilities Nature of Role As a Client Associate you will work primarily within our Trust Resource Group The role will be split between working on Trust tax matters and paying and monitoring trust client bill payments You must be organized, have outstanding attention to detail, excellent computer proficiency and great communication skills. Tax Compliance Coordination & Filing Oversight Coordinate and oversee tax filings prepared by external vendors (e.g., fiduciary income tax returns, information returns, and tax letters) Prepare and file select tax forms in-house, including: Forms 945 and 945-A (federal withholding returns and schedules) Other periodic or one-off tax filings designated for internal preparation Manage compliance for, including but not limited to: Forms 1041 (simple, complex, estate) Forms 1099 (DIV/INT/B/ISC/R) and Form 5498 Forms 1042 and 1042-2 Forms 1099-MISC for co-trustee fees and other required non-vendor 1099 reporting Forms 5227 and 990-PF Grantor, accommodations, and other tax reporting letters Maintain filing inventories, due date tracking, extension, and delivery status Ensure accur