Are you seeking to join a team where you can have the opportunity to thrive and grow?   We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. 

As a Trusts and Estates Client Tax Manager III within the Trusts & Estates (T&E) Tax practice team in Wealth Management (WM), you will play a crucial role in supporting the T&E practice by coordinating the preparation and filing of tax returns outsourced to external preparers. The T&E Tax practice provides technical expertise in interpreting and applying federal, state, and foreign laws and regulations impacting the tax filings of WM clients. You will collaborate closely with various internal T&E groups, including trust settlements, estate settlements, and regional trust practice groups. You will engage directly and communicate frequently with senior practice leaders, necessitating exceptional time management and organizational skills, as well as the ability to escalate issues when appropriate.

Job responsibilities

Review trust documents for tax assignments and proper tax reporting Analyze trust documents to determine applicable GST status and inclusion ratios Conduct in-depth and cursory reviews of several hundred fiduciary tax returns prepared by third-party accounting firms Facilitate the tax clearance process with internal teams and third-party accounting firms Coordinate sworn document reviews with internal teams and third-party accounting firms Perform periodic data remediation projects Assist with team projects and internal process improvements as needed

Required qualifications, capabilities, and skills

Bachelor’s degree required Extensive knowledge of fiduciary income tax, generation-skipping transfer tax, and estate tax Relevant experience in the Trust business, either at a corporate fiduciary or public accounting firm Superior written and verbal communication skills Meticulous attention to detail with a commitment to quality Outstanding time and project management skills Proficient in MS Office Suite (Access, Excel, PowerPoint, Word) Robust analytical and problem-solving abilities

Preferred qualifications, capabilities, and skills

An advanced degree or certification in tax or a related field is highly desirable Experience in operations and product support is highly preferred

Work schedule

This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change

 This position is not eligible for H1B or Sponsorship