Senior Fiduciary Tax Manager
On-siteAustin, Texas, United States or Westlake, Texas, United States
Job Summary
Lead the fiduciary tax function for personal trust accounts by serving as the primary liaison to external tax preparation partners to ensure accurate, timely return preparation and filing. Manage end-to-end tax workflows, including prioritizing timelines, ensuring timely payments, and maintaining adherence to key filing deadlines while overseeing foreign nexus considerations. Collaborate with trust administration teams, advisors, and beneficiaries to provide clear guidance on complex tax scenarios, and coach a team of tax professionals to foster accountability and adaptability. Evaluate tax data to identify gaps and drive continuous improvement efforts through annual debriefs and process enhancements that improve efficiency and scalability.
Required Qualifications
- 10+ years of fiduciary tax experience within a bank trust department, independent trust company, or similar environment
- JD, LLM, CPA, or Master of Taxation (MT)
- 3+ years of leadership or management experience with demonstrated ability to lead, mentor, and develop high-performing teams
- Bachelor's degree
- Strong analytical and problem-solving skills with the ability to research complex tax issues, identify root causes, and implement effective solutions
- Demonstrated ability to manage high volume work and multiple stakeholders in a fast-paced environment
- Experience overseeing tax preparation processes, timelines, and vendor performance to ensure accuracy and compliance
- Excellent written and verbal communication skills, including the ability to explain complex tax concepts to diverse audiences
- Ability to proactively identify process improvement opportunities and drive efficiency-focused solutions
- Strong organizational and time management skills with the ability to prioritize competing demands
Desired Qualifications
- Experience working with external tax preparation firms or managing vendor relationships
- International or foreign nexus tax experience
- Experience working with trust accounting or tax workflow systems
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