Senior Fiduciary Tax Manager

About the role

As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal trust accounts, driving high-impact outcomes across tax operations, compliance, and process optimization.

Responsibilities

• Serve as the primary liaison to the external tax preparation partner, ensuring accurate, timely tax return preparation and filing while maintaining strong oversight of performance, timelines, and deliverables.
• Collaborate with trust administration teams, advisors, and beneficiaries to provide clear communication and guidance on tax matters, including complex scenarios that require sound judgment and deep fiduciary tax expertise.
• Manage end-to-end tax workflows, prioritizing tax timelines, ensuring tax payments are made accurately and timely, and maintaining adherence to key filing deadlines such as extensions and annual returns.
• Evaluate tax data, identify gaps, and lead continuous improvement efforts, including annual tax debriefs and process enhancements that improve efficiency and scalability.
• Oversee foreign nexus considerations and related documentation, ensuring appropriate tracking and compliance within established systems.
• Coach and develop a team of tax professionals, fostering accountability, adaptability, and a proactive mindset in a high-volume, fast-paced environment.
• Balance multiple stakeholders, including internal partners, external vendors, and clients, to deliver high-quality outcomes.
• Act as a fiduciary tax subject matter expert, supporting internal teams and participating in client discussions, translating complex tax requirements into practical, actionable insights that drive informed decision-making.

Qualifications

• 10+ years of fiduciary tax experience within a bank trust department, independent trust company, or similar environment.
• JD, LLM, CPA, or Master of Taxation (MT).
• 3+ years of leadership or management experience with demonstrated ability to lead, mentor, and develop high-performing teams.
• Bachelor’s degree.
• Strong analytical and problem-solving skills with the ability to research complex tax issues, identify root causes, and implement effective solutions.
• Demonstrated ability to manage high volume work and multiple stakeholders in a fast-paced environment.
• Experience overseeing tax preparation processes, timelines, and vendor performance to ensure accuracy and compliance.
• Excellent written and verbal communication skills, including the ability to explain complex tax concepts to diverse audiences.
• Ability to proactively identify process improvement opportunities and drive efficiency-focused solutions.
• Strong organizational and time management skills with the ability to prioritize competing demands.

Preferred Qualifications

• Experience working with external tax preparation firms or managing vendor relationships.
• International or foreign nexus tax experience.
• Experience working with trust accounting or tax workflow systems.

Pay

Competitive compensation package including a 401(k) with company match and Employee Stock Purchase Plan, paid time off, sabbatical, tuition reimbursement, health, dental, and vision insurance.

Schedule

Hybrid work and flexible schedule balancing remote and in-office work options.