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

• Lead the fiduciary tax function for personal trust accounts, driving high-impact outcomes across tax operations, compliance, and process optimization.
• Serve as the primary liaison to the external tax preparation partner, partnering closely to ensure 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, including prioritizing tax timelines, ensuring tax payments are made accurately and timely, and maintaining adherence to key filing deadlines such as extensions and annual returns.
• Leverage strong analytical and problem-solving skills to 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.

Qualifications

• JD, LLM, CPA, or Master of Taxation (MT).
• Bachelor’s degree.
• 3+ years of leadership or management experience with demonstrated ability to lead, mentor, and develop high-performing teams.
• 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.

Skills

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage high volume work and multiple stakeholders.
• Proactive identification of process improvement opportunities.
• Strong organizational and time management skills.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.