Home » Careers » Tax Officer – Colchester, VT, Brattleboro, VT or Keene, NH

Tax Officer – Colchester, VT, Brattleboro, VT or Keene, NH

Trust Company of Vermont is seeking a Trust Tax Officer to assist with tax planning and preparation of both 1099s and 1041s. The right candidate is a self-starter and has worked with high-net-worth clients providing a wide range of estate, financial and investment planning. The candidate should have and understanding of fiduciary taxes and complex estate planning. A qualified candidate must be highly organized, forward-thinking, and able to work in a fast-paced environment with minimal guidance.

Job Location: Colchester, VT, Brattleboro, VT or Keene, NH

Primary Responsibilities:
  • Review account set up and transactions on trust accounting platform to ensure data is downloaded properly and help to maintain both applications.
  • Interpret and apply trust instruments and estate documents to determine proper tax treatment and reporting.
  • Conduct research on tax issues related to trust and estate taxation, including income allocation, DNI calculations, and portability elections, staying up to date on tax technical developments.
  • Collaborate closely with employee-owners to support clients’ long-term financial strategies.
  • Ensure compliance with current IRS regulations, tax law updates, and industry best practices.
  • Assist with any IRS and state tax audits or notices related to fiduciary returns.
  • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities.
  • Address technical issues and provide guidance on complex trust and estate structures.
  • Mentor and develop the team to foster a culture of collaboration and continuous learning.
  • Participate in internal training programs to share expertise and enhance team capabilities.
Qualifications:
  • 5+ years of relevant work experience with a high degree of professionalism.
  • Highly organized with great interpersonal skills and the ability to meet time constraints in a high demand environment.
  • An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, insurance, and personal and philanthropic wealth transfer strategies.
  • Analytical expertise, high degree of accuracy with attention to detail required.
  • Ability to maintain confidentiality and high reputation in local community.
  • Team player, willing to jump in wherever our growing company needs help.
  • Strong computer skills, including financial software, CRM, Excel, PowerPoint and OneSource TrustTax.
Apply Now

Trust Company of Vermont (TCV) is a state-chartered trust and investment management firm serving individuals, families, and institutions.  We have offices in Brattleboro, Burlington, Manchester, and Rutland, VT, and Keene, NH that serve clients across New England and beyond.  TCV was chartered as of September 16, 1999, becoming Vermont’s first independent trust company.  Today, TCV manages nearly $4 billion in client assets, yet still retains the personal feel of a small business.