Fiduciary Tax Senior Manager

Operations Manager

Manage and develop teams of individual contributors and managers in roles with moderate work complexity and risk related to fiduciary, estate, gift and inheritance tax requirements and tax preparation. Work with more experienced management to develop and execute business strategies. Identify and recommend opportunities for process improvement and risk control development within the Operations functional area. Develop and implement business unit strategies. Provide expertise for technical, operational and processing functions related to business unit. Determine appropriate strategy and actions of Operation management functional team to meet moderate to high risk deliverables. Interpret and develop policies and procedures for functions with moderate complexity within scope of responsibility across business lines or functional areas. Collaborate and influence all levels of professionals including more experienced managers. Lead team to achieve objectives. Engage and influence stakeholders, internal partners and peers associated with the function or affected by its outcomes. Manage allocation of people and financial resources for Operations. Develop and guide a culture of talent development to meet business objectives and strategy.

Required Qualifications, US: 6+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of management experience.

Desired Qualifications: Bachelor’s degree in accounting, business or equivalent work experience Certified Public Accountant (CPA) designation or Enrolled Agent Estate, gift, and Generation-Skipping Transfer Tax (GSTT) experience Technical expertise in UPIA and related implications in trusts Working knowledge of partnerships, QSST, ESBT and their effect in trusts Grasp of state trust taxation issues for a national financial institution Exposure to SEI Trust 3000 and/or SWP Proven risk management track record Effective leader of individuals and projects Outstanding problem solving and decision making skills Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment Effective organizational, multi-tasking, and prioritization skills Ability to work in a fast-paced, deadline driven environment Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Extensive collaboration and partnering skills