Fiduciary Tax Manager

Overview

• Manage fiduciary tax assignments, including preparation and filing of federal and state tax returns for various trusts and foundations.
• Collaborate with senior tax group members, client account managers, clients, and external advisors to ensure accurate tax compliance.
• Conduct research on federal and state tax issues using advanced internet research tools.
• Analyze and interpret trust instruments and other relevant documents, including GST analysis.
• Provide correspondence with tax authorities to address and resolve tax-related inquiries.
• Contribute to the development of tax strategies and projections for non-grantor trusts, grantor trusts, and private foundations.
• Ensure compliance with tax regulations while maintaining high standards of accuracy and attention to detail.

Key Responsibilities & Duties

• Prepare and file federal and state tax returns, including estimated payments and projections.
• Collaborate with team members and external advisors to address complex tax issues.
• Research and analyze federal and state tax regulations to ensure compliance.
• Interpret and analyze trust instruments and other legal documents for tax implications.
• Communicate effectively with tax authorities to resolve inquiries and disputes.
• Utilize tax software such as ProSystem fx and OneSource for efficient tax preparation.
• Assist in developing and implementing tax strategies to optimize compliance and efficiency.

Job Requirements

• Bachelor’s degree in a relevant field is required; advanced degrees are preferred.
• 5-7 years of fiduciary tax experience; 8+ years preferred for managerial roles.
• Proficiency in Microsoft Word, Outlook, and Excel; familiarity with ProSystem fx and OneSource tax software.
• Experience with Hedge fund K-1’s, ESBT’s, and state nexus issues is advantageous.
• Strong organizational skills and ability to manage multiple priorities effectively.
• Excellent communication skills, both written and verbal, with attention to detail.
• Ability to work collaboratively in a team-oriented environment and adapt to changes.