Project Manager, Ultra-High Net Worth Tax

Legacy Trust Company is seeking a motivated and detail-oriented Project Manager to drive progress on tax returns and related projects for our Tax department, serving ultra-high net worth families and private foundations. This role carries broad responsibility across project planning, deadline management, and coordination among internal teams, clients, and outside CPA firms, requiring strong organizational discipline, clear communication, and sound professional judgment. The Role The Project Manager works closely with our Tax Leader to keep projects on track, keep people informed, and ensure that every deadline is met without surprises. Behind every tax return is a relationship - with a client, a family office, a CPA firm, or a colleague down the hall - and this role exists to keep those relationships running smoothly. Success requires the ability to bring order to complexity, manage multiple priorities with precision, and anticipate what clients and colleagues need before they ask. Responsibilities Project Planning & Deadline Management Plan, schedule, and track tax return timelines for ultra-high net worth clients, including individuals, trusts, partnerships, and private foundations Track tax return status with internal teams and external CPA firms to drive momentum toward timely filing Follow up on open items with CPA firms, clients, and internal teams Notify the Tax Leader of any timeline issues and communicate promptly with impacted teams Payments & Billing Coordinate clients' quarterly tax payments and obtain trust team approval for payment Oversee billing and client payments to CPA firms and the Tax department Systems & Documentation Manage the department's technology tools, including the workflow tracker, Tax Center portal, and Tax Return Due Date Calendar Maintain clear, organized project documentation, status updates, and meeting notes so nothing falls through the cracks Help shape project management processes that make the team's day-to-day work more efficient Technical Expertise Project Planning, Scheduling, and Status Tracking Workflow and Task Management Systems Microsoft Word, Excel, Outlook, and Teams Adobe Acrobat Who You Are Relationship-oriented, with a genuine people-first approach to clients and colleagues alike Strong attention to detail with the ability to manage multiple deadlines calmly and precisely A clear and warm communicator, in writing and in conversation Proactive by nature, checking in rather than waiting to be asked Discreet and thoughtful in handling sensitive and confidential information Takes pride in careful, high-quality work Committed to being part of a team that genuinely cares about clients and colleagues alike Qualifications At least 3 years of experience in a project coordination or project management role Experience supporting ultra-high net worth clients and managing tax return due dates preferred PMP certification or equivalent project management training preferred Company Background As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high-net-worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals creates custom strategies to align with a family's financial and non-financial needs. #J-18808-Ljbffr Legacy Trust Company, N.A.