Trust Tax Manager

Trust Tax Accountant

We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning and advisory services, reviewing trust documents and financial statements, providing tax support, monitoring the remittance of tax payments, corresponding with internal and external tax advisors, and ensuring tax reporting complies with federal and state laws. This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution.

Primary Responsibilities

• Manage individual and corporate trust accounts
• Assist with IRS filing systems
• Keep abreast of all Trust rules and regulations
• Identify and mitigate potential risk issues
• Assist with client tax filing
• Initiate the auditing process
• Source and build prospect client pipeline
• Build strong relationships with outside wealth advisors

Requirements

The ideal Trust Tax Manager will preferably have a Bachelors degree in Accounting / Finance / Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to :

For more information on this Trust Tax Manager role and other full-time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0012917470.