15 часов назад
Senior Fiduciary Tax Manager (Finance)
150 000 - 170 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Fiduciary Tax Manager (Fiduciary Tax): Leading fiduciary tax operations for personal trust accounts, including tax return preparation, filing compliance, payment accuracy, and external vendor oversight with an accent on complex tax analysis, foreign nexus considerations, and process optimization. Focus on managing high-volume tax workflows, coaching tax professionals, and translating complex fiduciary tax requirements into actionable guidance for internal teams and clients.
Location: On-site in Henderson, Nevada; Westlake, Texas; Wilmington, Delaware; or Austin, Texas
Salary: USD $150,000–$170,000 per year
Company
is a financial services company focused on investing, wealth management, and related financial products.
What you will do
- Lead the fiduciary tax function for personal trust accounts across tax operations, compliance, and process optimization.
- Serve as the primary liaison to the external tax preparation partner and oversee tax return preparation, filing timelines, deliverables, and vendor performance.
- Manage end-to-end tax workflows, including tax payments, extensions, annual returns, deadlines, and foreign nexus documentation.
- Analyze tax data, identify gaps and root causes, and lead annual tax debriefs and process improvements.
- Partner with trust administration teams, advisors, beneficiaries, internal stakeholders, external vendors, and clients on complex tax matters.
- Coach and develop a team of tax professionals in a high-volume, fast-paced environment.
Requirements
- 10+ years of fiduciary tax experience in a bank trust department, independent trust company, or similar environment.
- JD, LLM, CPA, or Master of Taxation, plus a bachelor’s degree.
- 3+ years of leadership or management experience developing high-performing teams.
- Experience overseeing tax preparation processes, deadlines, accuracy, compliance, and vendor performance.
- Strong analytical, research, problem-solving, communication, organizational, and time-management skills.
- Ability to work on site in one of the specified United States locations.
Nice to have
- Experience with external tax preparation firms or vendor relationship management.
- International or foreign nexus tax experience.
- Experience with trust accounting or tax workflow systems.
Culture & Benefits
- In-office collaboration with workplace flexibility applied through the company’s hybrid work approach.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
- Paid parental leave and family-building benefits.
- Tuition reimbursement and medical, dental, and vision insurance.
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