Trust Tax Manager
Core
Primary resource overseeing advanced trust tax operations, including 1041 compliance, review of trust distributions and funding, tax planning, and RMD/1099 reporting.
Role type
Senior IC Trust Tax Manager
Builds
Trust tax compliance filings and strategic tax planning for trust accounts
Domain
US Tax Law / Trust Administration
Required skills
Trust tax expertise, 1041 compliance, tax planning, RMD reporting, 1099 reporting, team leadership, project management
Preferred skills
Bilingual in Japanese/English or Chinese/English
Technologies
Tax software, engagement management tools
Responsibilities
Oversee advanced trust tax operations and compliance; Manage and implement PMT tax requirements; Lead and develop team members; Maintain accountability for assigned projects and filing deadlines; Engage with the trust team in meetings and training initiatives.
Seniority
Senior, hands-on IC