Trust Tax Manager
Core
Directs and supervises a large team of tax professionals preparing approximately 25,000 annual fiduciary, charitable, and individual tax returns, ensuring compliance and quality for a $6M+ fee business.
Role type
Senior IC Trust Tax Manager
Builds
Fiduciary tax returns, estate planning strategies, and client advisory services for trust accounts
Domain
Banking / Trust Services / US Tax Law
Deliverable
Production tax returns & client delivery
Required skills
Fiduciary tax expertise, team leadership, risk management, tax law research, software proficiency, mentoring
Preferred skills
MBA, CPA, Enrolled Agent, graduate degree
Technologies
OneSource, Ultra Tax, RIA Online Research, Microsoft Office
Responsibilities
Supervise 7-10 tax professionals, review complex trust documents and tax returns, develop and implement compliance best practices, allocate workloads, advise clients on complex tax matters, mentor staff, maintain relationships with IT and external software vendors
Seniority
Senior, hands-on IC with supervisory duties