Trusts and Estates Tax Operations Vice President
On-siteNewark, Delaware, United States
Job Summary
Serve as a subject matter expert for Automatic Exchange of Information and fiduciary tax matters, partnering with internal teams and third-party firms to review and set tax policies. Oversee the creation, maintenance, and validation of CRS Tax Profiles and direct the CRS Indicia Cure process to ensure timely resolution and regulatory compliance. Prepare and present substantive tax training, review governing documents for correct tax attributes, and identify automation opportunities using LLMs. Manage multi-jurisdictional tax filings and CRS/FATCA reporting for the US Private Bank while monitoring regulatory changes in AEOI and international tax laws. Requires 7+ years of tax experience at a Big 4 firm or corporate fiduciary, with willingness to work beyond core business hours during peak seasons.
Required Qualifications
- 7+ years of relevant tax experience at a Big 4 public accounting firm, law firm or corporate fiduciary
- Background in tax or accounting (including experience providing tax technical insight in an operational environment)
- Direct experience supporting AEOI Information Reporting
- Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification
- Deep understanding of international tax filings and regulatory change management
- Experience with US tax reporting for foreign trusts
- Superior written and verbal communication skills with an ability to recognize audience and effectively communicate with junior associates and senior leaders with the ability to articulate process improvement experience clearly (ideas, concepts, and procedural changes)
- Excellent organizational skills with the ability to manage multiple tasks and reprioritize daily as new deliverables arise
- Proficiency in MS Office Suite with ability and willingness to learn and adapt to new technology, systems and processes
- Willingness to work beyond core business hours as needed, especially during peak seasons
- Demonstrable risk awareness and operational control experience within financial services
Desired Qualifications
- Experience in operations and product support is highly preferred
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