Senior Trust Tax Leader | Wealth & Fiduciary Compliance
Lewis James Professional
Lewis James Professional is seeking a Senior Trust Tax Manager for a direct hire opportunity with a financial services client. The role oversees trust tax compliance and reporting across federal, state, and local levels, partnering with Trust Officers and Financial Advisors for timely, accurate tax services. The ideal candidate has 10+ years in tax, an advanced tax credential, and deep knowledge of Delaware trust taxation and FATCA. #J-18808-Ljbffr Lewis James Professional
- ...National Bank in Wilmington, Delaware seeks a Trust Officer to administer estate and personal trust... ...timely administration. The role entails reviewing fiduciary accounts, guiding clients and staff, and coordinating with tax and legal professionals to support...SeniorTax
- ...Chase & Co. in Newark, DE seeks a Trust Officer VP to oversee the... ...analyze documents for legal, tax and investment implications, and... ...advisors. You will partner with Wealth Advisors to identify new trust... .... The role requires deep fiduciary knowledge, a minimum of seven...SeniorTax
- Fifth Third Bank in Wilmington, Delaware seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty accounts, ensuring compliance with governing documents and regulatory standards. You will serve as the primary relationship...Senior
$116k - $216k
...Wilmington DelawareJob SummaryServe as a Senior Fiduciary Advisor and trusted partner to Ultra High Net Worth (... ...proactive fiduciary, estate, tax, and wealth planning advice to UHNW clients... ...reasonable accommodations by emailing HR_Compliance@keybank.com.#LI-...SeniorTaxFull timeWork at officeFlexible hoursShift workNight shift- ...Greenleaf Trust Delaware Job Opportunity At Greenleaf... ...level of comprehensive wealth management services,... ...highest standards of fiduciary excellence while providing... ...planning, and tax planning. Educate clients... ...Greenleaf Trust Delaware is in compliance with the requirements...SeniorTaxWork at officeMonday to FridayNight shift
- ...America in Delaware is seeking a Delaware Senior Trust Officer to manage a complex trust book... ...You will work with private bank teams and fiduciary advisors to grow trust book, administer... ...Trusts, and ensure accuracy in tax and governance. The role requires attention...SeniorTax
- JPMorgan Chase's Global Trusts & Estates Practice is seeking a Trust Officer VP in Wealth Management Solutions to oversee the administration... ...trust documents for legal, tax, administrative and investment... ...products/services, upholding fiduciary duties and delivering superior...Tax
- ...America is seeking a Delaware Trust Officer I in Wilmington to professionally administer fiduciary accounts and provide expert support... ...needs and ensure fiduciary compliance. Ideal candidates will have 2-4... ...strong knowledge of fiduciary law, tax considerations, and a client-...Tax
- ...firm. We are currently seeking a Senior Trust Tax Manager for a direct hire opportunity... .... Responsibilities Ensure compliance with applicable federal, state, and... ...trustee, trust administration, wealth management, or comparable fiduciary services environment. Lead tax operations...SeniorTaxLocal area
- JPMorgan Chase & Co. in Newark, DE seeks a Trust Officer VP in Wealth Management Solutions, Trust & Estates,... ..., analyze documents for legal, tax, and investment issues, and build relationships... .../services. The role emphasizes fiduciary duties, client service excellence, and...SeniorTax
- ...and make an impact. Delaware Senior Trust Officer (Delaware STO) The Delaware... ...Private Bank teams and ML fiduciary advisors to achieve strategic... ...supporting documents such as tax returns and budgets. Prepare... ...annual account reviews for compliance with trust provisions, state...SeniorTaxWork at officeWork from homeShift workDay shift
- ...Senior Trust Officer Make banking a Fifth Third better® We connect... ...responsible for managing complex fiduciary relationships, including high... ...of service. Risk and Compliance Management: Ensures adherence... ...administration, and applicable legal and tax considerations. Other...SeniorTaxShift work
- ...to think outside the box? Our Trust Analysts and Associates support... ....OUR IMPACT Consumer and Wealth Management (CWM)Across Consumer... ...and beyond, which may include tax and estate planning, philanthropic... ...Sachs to deliver integrated fiduciary management and administration,...TaxFull timeTemporary workPart timeWork at office
$153.7k - $256.1k
Overview Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele. Works closely... ...solutions, including credit, planning, fiduciary, family office services, etc. Participate...SeniorWork experience placementWork at office- KeyBank in Wilmington, Delaware seeks a Senior Fiduciary Advisor to serve Ultra High Net Worth clients with sophisticated trust, estate, and fiduciary guidance, while deepening relationships and coordinating an integrated family office experience. Role requires 10+ years...SeniorWork at office
- ...that combine our core fiduciary services with robust investment... ...partner, and earn the trust of those who rely on us... ...is looking to add a Senior Institutional Client... ...sales, operations, legal, compliance, finance and... ...retirement planning. These tax-exempt, pooled investment...SeniorTaxWork at officeRemote workVisa sponsorship
- The Global Trusts & Estates Practice is an integral part of the services... ...in serving as a corporate fiduciary for families, it is important... ...Summary As a Trust Officer VP in Wealth Management Solutions, Trust &... ...trust documents for legal, tax, administrative and investment...Tax
$229.64k - $250.09k
...timePosted: 2026-10-20The Senior Director of the Finance... ...transformation leader responsible for designing... ...Operations functions, FP&A, Tax, Treasury, and... ...outcomes.Build a single, trusted finance data foundation... ...business administration and compliance solutions. CSC is a great...SeniorTaxH1bWork at officeLocal areaRemote workWorldwideShift work- BDO USA in Wilmington, DE seeks a Tax Senior Manager, Private Client Services, to lead high-net-worth client engagements, oversee complex returns, and deliver strategic tax planning. You will supervise associates, liaise with government agencies, and help grow PCS capabilities...SeniorTax
- ...have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be... .... Job Description Develops, consults on and implements tax, estate and financial plans for clients, including those of the...SeniorTaxFull timeTemporary workPart timeWork experience placementWork at office
- BDO USA is seeking a Core Tax Services Senior Manager - ASC740 to advise clients on tax implications of business objectives and coordinate tax compliance, research and planning across complex corporate tax issues. The role includes supervising staff, developing strategies...SeniorTax
- ...Tax Manager / Senior Tax Manager Passion Works Here. At Pereira & Azevedo,... ...traditional CPA firm focused solely on compliance and historical reporting. We are trusted advisors to growth-minded... ...If you are looking to become a leader, influence the future of a...SeniorTaxRelocation package
- BDO USA seeks a Tax Senior Manager for our Alternative Investments practice to lead tax compliance and consulting services for venture capital, private equity, hedge funds, and real estate clients in the US. Eight+ years of relevant tax experience, CPA/EA or Attorney status...SeniorTax
- 2027 | Americas | Wilmington | Wealth Management, Tax and Trust Services | Summer Analyst DE, United States About the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree. You will be fully immersed...TaxFull timeApprenticeshipSummer workSummer internshipWork at office
- ...Closes: 2027-10-14Job Summary:The Senior Associate in the Government... ...expertise in regulatory compliance, financial management, and operational... ...you’ll find meaningful work, leaders invested in your success, and... ....BDO provides assurance, tax, and advisory services to clients...SeniorTaxWork at officeLocal areaFlexible hours
- ...Job Description Senior Data Analyst... ...Familiarity with the US trust business is... ...trust administration, fiduciary services, or related... ...financial services, wealth management, or... ...acquisition, our hiring leaders, employees, or... ...administration and compliance solutions....SeniorWork experience placementLocal areaRemote workWorldwideMonday to Friday
$92.87k - $152.57k
...Tax ManagerBryn Mawr Trust, a WSFS Company, provides locally managed... ...and collaborative wealth management solutions... ...will lead trust tax compliance activities supporting... ...closely with business leaders and stakeholders... ...Management firm, or related fiduciary environment....TaxLocal areaFlexible hours- ...Trust Officer At BBH, partnership... ...support from a Senior Trust Officer and... ...with fiduciary standards and BBH... ...such as legal, tax, risk, and operations... ...proper handling, compliance, and reporting.... ...Managers and Wealth Planners to explain... ...long-tenured leaders are experts in...TaxWork at officeLocal area
$92k - $112k
...Tax Senior — Wayne, PA Pay: $92,000 – $112,000 + bonus potential Run your own engagements... ...budget - Prepare complex individual, trust, partnership and corporate returns -... ...What you bring: - 2+ years of tax compliance experience - CPA or in process - CCH...SeniorTaxSummer work$111.41k - $189.74k
TRUST OFFICERWHAT IS THE OPPORTUNITY?Administer estate... ...and interpret fiduciary accounts in accordance... ...ensure documents are in compliance.Analyze anticipated income... ...intermediaries. Research tax deficiency notices. Estimate... ...Bank Operational and Wealth Management policies and...TaxWork at officeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Tax Leader | Wealth & Fiduciary Compliance. Be the first to apply!
- executive team lead asset protection Wilmington, DE
- key team leader Wilmington, DE
- team leader mental health Wilmington, DE
- remote team lead Wilmington, DE
- office team lead Wilmington, DE
- team leader Wilmington, DE
- recruitment team leader Wilmington, DE
- helpdesk team lead Wilmington, DE
- compliance team leader Wilmington, DE
- team lead Wilmington, DE


