Senior Fiduciary Tax Manager

About the role

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.

Requirements

• 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