Tax Associate - Temporary, Full-Time

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, Dunham Trust Company was chartered in 1999. The firm also has executive offices in Loveland, Colorado.

DTC is looking to hire a temporary, full-time Tax Associate who will be responsible for professional administrative and tax support to our Operations department during tax season. Estimated duration of this temporary, non-exempt position is January 19, 2021 – March 31, 2021.

Essential Functions: (Primary responsibilities)

 Work with internal trust operations team and external CPAs to prepare tax filings for trust clients;

 Ensure all deadlines are met in a timely manner;

 Serve as first point of contact for any tax-related matters and inquiries;

 Review and follow-up on tax-related correspondence and related phone calls from CPAs, clients, and officers;

 Ensure all records are accurate and up-to-date;

 Perform other tasks as requested;

 Must be willing to work onsite in the downtown Reno office; this is not a work-from-home opportunity.

Education Required:

 High School diploma required;

 Associates or Bachelor’s Degree (in progress) in accounting or tax-related field preferred.

Experience Required:

 1-3 years’ experience in a business environment, preferably in CPA firm tax department or tax preparer’s office;

 Experience working with taxes and knowledge of related filing requirements;

 Working knowledge of Microsoft Office software, mainly in Excel Word and Outlook;

 Salesforce or other CRM experience preferred;

Special Skills Required:

 Knowledge of tax documents and filing requirements;

 Understanding of Sharefile or similar secure mailing software;

 Strong written and oral communication skills;

 Ability to maintain positive working relationships with staff, internally and externally;

 Impeccable record-keeping, organizational, and time management skills;

 Ability to work independently and take initiative.

Please submit your application via the following link or on the Dunham Trust Company website in the Careers section:https://dunham.applytojob.com/apply/TLSLZ8kGq2/Tax-Associate-Temporary-FullTime