Senior Trust Tax Manager
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Trust Tax Manager for a direct hire opportunity with a financial services client.
Responsibilities:
Ensure compliance with applicable federal, state, and local tax regulations by overseeing the timely preparation and filing of tax-related obligations for assigned clients.
Serve as a key point of contact for Trust Officers and Financial Advisors, fostering strong and productive working relationships.
Direct the day-to-day activities and strategic priorities of the Trust Tax Services function.
Research, address, and resolve inquiries, notices, and assessments issued by taxing authorities at all governmental levels.
Monitor legislative and regulatory developments and evaluate their impact on client accounts and tax reporting requirements.
Demonstrate experience within a corporate trustee, trust administration, wealth management, or comparable fiduciary services environment.
Lead tax operations, process improvements, and drive team development efforts.
Mentor and support team members through technical guidance, professional development, and coaching.
Manage resource allocation, workflow oversight, and review processes to maintain high-quality service delivery and regulatory compliance.
Carry out other duties and special projects as assigned
Qualifications:
Bachelor’s degree in Accounting, Finance, Business Administration, or related.
Advanced degree in Taxation or an LL.M. in Taxation is preferred.
At least 10 years of progressive experience in tax compliance, planning, or advisory services.
Active professional designation such as CPA, EA, or JD.
Comprehensive understanding of complex federal, state, and local tax laws and reporting requirements.
Familiarity with international trust taxation and FATCA compliance standards.
Knowledge of Delaware trust taxation practices.
Proven ability to interpret IRS regulations and apply tax rules to trust and account activity.
Strong technical aptitude with experience utilizing multiple software applications, tax systems, and digital platforms.
Demonstrated success in building partnerships, collaborating across business functions, and managing relationships with internal and external stakeholders.
For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4431. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4431. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V