Fiduciary & Private Client Tax Manager
Core
Technical tax professional supporting fiduciary and private client tax advice, including trust and foundation returns.
Role type
Senior IC tax manager (fiduciary/private client)
Builds
Fiduciary income tax returns, private foundation tax returns, and related filings for trusts, estates, and families.
Domain
Wealth management / Fiduciary services / US Tax Law
Deliverable
Production tax filings
Required skills
US fiduciary income tax, private foundation taxation, wealth transfer taxation (estate, gift, GST), tax research, trust document analysis, third-party provider oversight
Preferred skills
Atlas5 or OneSource tax software, investment taxation, process improvement
Technologies
Excel, Atlas5, OneSource
Responsibilities
Review fiduciary and foundation tax returns for accuracy and compliance; oversee third-party service providers; conduct tax research on complex matters; respond to tax notices; coordinate with trustees and external advisors; maintain tax policies and procedures.
Seniority
Mid-Senior, hands-on IC with management exposure