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Years of Experience
Date Last Verified
Tax Services Manager - National Tax - Fiduciary Trust Tax Services The candidate will be a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Key responsibilities: Providing trust tax compliance outsourcing and support services for organizations that utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals and clients. Oversee, prepare and review 1099 forms and fiduciary income tax returns. Maintaining reputation in field by constantly updating and sharing your technical and finest practice knowledge. Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel. Identifying and reacting to risks and opportunities to improve our services and processes.
Qualification and Experience
The candidate should have Bachelor's degree in a related field, supported by significant tax or financial planning experience. A CPA certification or membership in The Bar is needed. Must have5 years of work experience in professional services or professional tax organization. Should have thorough understanding of estate and wealth planning. Must have experience with federal and state personal and trust income tax. Should have excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds. A thorough understanding of automated tax processing systems and laws within area of technical professionalism is needed. Ideally, also have proven record in fiduciary tax; thorough understanding of fiduciary tax law and concepts required to prepare US Federal and State returns. Must have the ability to adapt your work style to work with both internal and client team members.
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