Chief Tax Architect — Wealth Management & Trust

QCR Holdings, Inc.; Moline (IL); In loco; USD 113.000 - 138.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

401K

Descrizione del lavoro

QCR Holdings, Inc. seeks a Director of Tax Services, Wealth Management to lead all tax activities within the Wealth Management and Trust Department.

You will oversee fiduciary, individual, estate, and gift tax services, ensuring accurate reporting and proactive planning, while guiding the tax team and collaborating with Trust Administration and Wealth Advisors. Responsibilities include strategic leadership, tax planning expansion for high-net-worth clients, compliance, and coordination with

Competenze

• Bachelor’s degree in accounting taxation, Finance, or related field.
• Minimum 10 years of progressive tax experience, including fiduciary and trust taxation.
• Management experience leading tax professionals.
• CPA required.
• Masters in taxation, JD, CFP, or CTFA preferred.
• Strong knowledge of fiduciary income tax, estate and gift tax, trust administration, and wealth planning.
• Excellent communication and relationship management skills.

Mansioni

• Lead the Tax Service business unit and establish strategic goals aligned with Wealth Management objectives.
• Develop and expand tax planning capabilities for high-net-worth individuals, trust, estates, and closely held businesses. Identify opportunities to deepen client relationships through expanded planning services
• Serve as subject matter expert for tax matters affecting trust and wealth management relationships.
• Oversee the preparation and filing of fiduciary, individual, estate, gift, and related tax returns.
• Ensure the timely and accurate production of all tax reporting forms, including Forms 1099, K-1s, and other required tax documents.
• Establish quality control procedures to ensure accuracy and compliance.
• Monitor tax calendars, filing deadlines, and workflow management.
• Collaborate with Trust Officers, Wealth Advisors, Portfolio Managers, and attorneys to deliver integrated tax-efficient strategies.
• Provide guidance on income tax, estate tax, charitable giving, trust structures, and wealth transfer planning.
• Maintain compliance with federal, state, and local tax regulations.
• Coordinate with internal compliance, risk management, and audit teams.
• Manage relationships with external tax providers and regulators as needed.
• Ensure proper documentation, controls, and record retention procedures.
• Support referral generation from commercial banking, private banking, and retail banking partners.
• Hire, develop, motivate, and train staff, including planning and delegating work assignments and projects.
• Evaluate performance, administer touch points and deliver performance evaluations.
• Foster a positive work environment that encourages professional growth and development.
• Establish clear expectations and hold team members accountable to performance and behaviors aligned with our culture.
• Understand and administer compensation based on pay for performance philosophy, including merit increases and variable pay.
• Participate in community engagement events.
• Comply with all company or regulatory policies, procedures and requirements applicable to this position.
• Foster and preserve a culture of inclusion, innovation, collaboration, accountability, achievement and passion.
• Additional duties and responsibilities may be required to support the company’s mission, vision and values.

Conoscenze

Leadership

Communication

Relationship management

Problem solving

Formazione

Bachelor’s degree in accounting taxation, Finance, or related field

CPA Required

Masters in taxation, JD, CFP, or CTFA preferred

Descrizione del lavoro

QCR Holdings, Inc. seeks a Director of Tax Services, Wealth Management to lead all tax activities within the Wealth Management and Trust Department.

You will oversee fiduciary, individual, estate, and gift tax services, ensuring accurate reporting and proactive planning, while guiding the tax team and collaborating with Trust Administration and Wealth Advisors. Responsibilities include strategic leadership, tax planning expansion for high-net-worth clients, compliance, and coordination with