Senior Fiduciary Tax Specialist (Trust Tax)

Location: Chicago, IL; hybrid work arrangement with on-site and remote work determined by business need. Legal eligibility to work in the United States is required.

Salary: $90,000–$120,000 annually, plus potential incentive compensation.

Company

hirify.global is a relationship-oriented bank providing financial services and fiduciary trust administration.

What you will do

• Support daily tax reporting, operational activities, and filings for fiduciary trusts, agency accounts, and individual retirement accounts.
• Review vendor-prepared tax documents and coordinate with internal and external partners.
• Process fiduciary tax estimates, balance-due payments, IRA and NRA tax withholding, and filings with the IRS and other authorities.
• Serve as a point of contact for tax-related questions across hirify.global teams and outside agencies.
• Manage travel logistics and expense reports while assisting with training less experienced staff.

Requirements

• Bachelor’s degree in accounting or finance is required.
• At least 3 years of experience in tax or fiduciary trust tax roles.
• Solid understanding of IRA and trust tax reporting, tax vendors, and regulatory bodies.
• Strong attention to detail, analytical ability, and capacity to manage competing priorities.
• Proficiency with Microsoft Office and systems such as OneSource Trust Tax Insight, SEI SWP, or EFPTS.
• Must be legally eligible to work at the specified US location; visa sponsorship and relocation support are not available.

Nice to have

• CPA, EA, JD, or master’s degree.

Culture & Benefits

• Hybrid work flexibility based on business needs.
• Competitive salary, incentive pay, banking benefits, vacation, and wellbeing support.
• Recognition programs and opportunities for professional growth and development.
• Inclusive and accessible candidate and employee experience.

Hiring process

• The process may include an attribute-based assessment and skills tests such as MS Office or simulation exercises.