Trust Tax Coordinator
Peak Trust Company
About this role
Peak Trust Company is seeking a detail-oriented Trust Tax Coordinator to support fiduciary tax processes. The role involves administrative responsibilities such as tracking tax filings, maintaining records, coordinating with professionals, and supporting tax submissions, with training provided for those new to fiduciary or tax work.
Skills
About Peak Trust Company
peaktrust.comPeak Trust is a fiduciary services firm that provides trust administration, custodial retirement accounts, and estate- and wealth-transfer solutions for individuals, families, advisors, and institutions. Their offerings include trust formation and trustee services, IRA custody and administration, and support for holding a broad range of assets (including real estate and private investments) under a single trust structure. Peak Trust emphasizes experienced fiduciaries, regulatory compliance, and personalized service supported by digital account-management tools to help clients preserve and transition wealth.
About Peak Trust Company
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$57k – $77k
per year