The Senior Fiduciary Tax Manager (PL) is responsible for managing the tax preparation and all tax processes for all personal trust accounts. In addition, the Senior Fiduciary Tax Manager (PL) is responsible for the management of the tax team and tax vendor oversight. Charles Schwab Trust Company follows the three lines of defense model of risk governance. The Senior Fiduciary Tax Manager (PL) is a first line of defense position and assures compliance with all policies and procedures, as well as all applicable state and federal regulations in the context of their responsibilities.
This position is the primary contact for the tax preparation vendor and manage tax team. This position will:
Perform oversight of tax team and tax vendor.Manage, mentor, and coach the tax managers to ensure they are performing their tasks timely and accurately with applicable laws and regulations and procedures.Review and update processes and procedures as needed to create efficiencies and close any gaps.Collaborate with clients, advisors, and trust administrators in answering complex tax questions.Review trust documents to confirm the tax return type on InnoTrust trust accounting system.Perform tax reviews for account closings.Function as liaison between tax vendor and trust administrators to answer tax questions regarding transactional activity in Personal Trust accounts.Coordinate with tax vendor to prioritize tax return processing.Maintain Tax Return and payment tracking. Review with vendor new trusts with possible foreign nexus and potential tax filingsEnsure necessary tax extensions are filed by April 15Review tax returns as they are prepared by tax preparation vendor, and follow-up with any questions or issues.Review spreadsheets listing monies due for tax filings, estimated payments, and extension payments. Review and process electronic and check tax payments for Personal Trust accounts.Load trust documents, tax notices, and K-1s into OneSource's workflow management system. What you have 10+ years of fiduciary tax experience with a bank trust department or independent trust company or similar relevant experience preferred. JD, LLM, CPA, or MT preferred.3+ years of management experience.Ability to work in a fast-paced environment. Requires excellent time management skills, ability to juggle multiple competing priorities, with strength in identifying and implementing solutions to address the critical needs.Experience with the IRS desired.International tax experience a plusStrong analytical skills, ability to research problems, determine root causes and solutions.Excellent written and verbal communicationAbility to translate business needs into business requirements, and then implement.Bachelor’s Degree required; Advanced degree preferred. Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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