Fiduciary Tax Manager
Core
Lead tax compliance for a diverse portfolio of trusts, estates, foundations, and retirement accounts, ensuring accurate filings and timely responses to fiduciary tax matters.
Role type
Senior IC fiduciary tax manager
Builds
Accurate federal and state fiduciary tax returns and informational forms
Domain
Trusts, estates, and fiduciary tax
Required skills
fiduciary tax preparation, trust and estate instrument analysis, federal and state tax compliance, transfer tax considerations, tax software proficiency, audit readiness
Preferred skills
advanced tax education, multi-state filing experience, fiduciary tax software proficiency
Responsibilities
Direct end-to-end tax reporting cycle for fiduciary entities, prepare and review federal/state fiduciary returns, analyze trust and estate instruments for tax treatment, evaluate quarterly and annual tax obligations, resolve tax questions with trust administration partners, serve as point of contact for tax agencies, maintain oversight of fiduciary tax data and documentation
Seniority
Senior, hands-on IC