Tax Manager

Description

Tax Manager

Prepare, review, and assemble tax documents for wealth management, personal trust, and estate accounts; assist legal and trust departments with compliance and tax projects.

Responsibilities:

Manage tax preparation for trusts, estates, and related entities
Review filings (1041s, 5227s, 990-PFs) and coordinate with vendors
Prepare Federal & State estate and GST tax returns
Ensure gifting compliance and track cost basis
Oversee estimated tax payments and distributions
Educate Relationship Managers on fiduciary tax issues


Qualifications:

Bachelor’s degree in Accounting
CPA required
5+ years of tax return preparation experience
Strong analytical and organizational skills