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Trust Tax Coordinator at BOK Financial

Posted in Other 30+ days ago.

Location: Tulsa, Oklahoma

Job Description:

Req ID:63121

Job Location:TulsaTulsaOK

Areas of Interest:Tax; Accounting; Trust; Wealth Management Operations

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Bonus Type



If you are interested in a career in Tax Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

About the Role

In this role you'll be primarily responsible for providing analytical and technical support to the Trust Tax Department and perform a wide variety of duties under limited supervision. You'll oversee the coordination of the preparation and processing of tax returns for multiple states and various regional federal areas.

What You Can Expect

You will coordinate the overall tax return processes and ensure correct handling and delivery of tax worksheets to your tax account manager and any outside preparation parties. You will be responsible for the filing of tax returns, confirm accurate information, process timely deliveries and manage the refund process to owed accounts.

Team Culture

Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together.

How You'll Spend Your Time

  • You'll research basic Federal and State tax laws and regulations.

  • You'll coordinate fee assessment and collection by monitoring the reporting and collection of fees to the trust tax manager and trust controller

  • You will be responsible for solving problems and inquiries from taxing authorities, clients and outside attorneys.

  • You will perform other duties as required or assigned, including client tax payroll, process improvement functions, and provide backup for other duties in area.

We'd Like to Talk to You

DETAIL ORIENTED - Attention to detail and accuracy are critical in this role to ensure a smooth closing for all parties involved.

DRIVE FOR RESULTS - You'll consistently maintain high levels of productivity, work with ambition, efficiency, and determination to meet and/or exceed goals.

INITIATIVE - You will need to identify what to do before being asked to do it and look at what's next to anticipate customer needs.

TECHNICAL EXPERTISE - You'll need proficiency in 10-key speed and error accuracy, mechanical aptitude, and strong MS Office (Word and Excel).

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate's Degree in Accounting and 2-3 years accounting experience or 5-6 years equivalent experience, preferably in tax accounting.

  • Advanced knowledge of basic Federal and State tax law and regulations. Fiduciary tax accounting knowledge is helpful.

  • Excellent PC and software application skills, including spreadsheet and word processing applications; ability to operate a 10 key by touch

  • Excellent interpersonal, verbal, and written communication skills

  • Excellent organizational skills; ability to prioritize and handle multiple tasks simultaneously.

  • Demonstrated ability to handle significant fluctuations in volumes while meeting extremely stringent deadlines.

  • Ability to improve functional efficiency, streamline and improve methodology.

  • Excellent analytical, coping, and problem solving skills.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Please contact with any questions.

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