Job DescriptionJob Description
Tax Manager

Greater Philadelphia Area

As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting opportunity.

Responsibilities:

• Responsible for all tax reporting of Fiduciary accounts.
• Provide ongoing support to the Fiduciary Advisors and occasionally Wealth Advisors on Tax matters.
• Client interaction, including partnering with UHNW Clients to discuss their tax returns, K1s and quarterly payments.
• Responsible for reviewing returns, Fiduciary Tax professional will look at the returns and work with Fiduciary Counsel, outside Accountant and Client on ensuring the returns are filed correctly.
• Ensure minimum wire distributions are met for IRAs.
• Oversees IRS Payments.
• Analysis of K1s and regular contact with outsourced Accounting team.
• Coordinate tax compliance and planning responsibilities.
• Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax.
• Proficient in the preparation of individual, corporate, partnership, fiduciary and other tax returns prepared by external CPAs.

Qualifications:

• Bachelors degree. Ideally within Accounting or Finance, CPA preferred.
• Minimum of 8 years of tax experience in a wealth management setting specifically trust and estates.
• Exposure to UHNW Clients is preferred.
• Functional knowledge of trust instruments.
• Experience preparing individual taxes; preferred experience preparing Fiduciary tax returns.
• Strong knowledge of general accounting concepts
• Excellent communication (verbal and written), organization, and analytical skills are a must.

If you are ready to take on a challenging role with a dynamic team at the forefront of financial services, apply today!