Head of Tax Services, Wealth Management

Quad-City-Bank-; Moline (IL); Presencial; USD 113.000 - 138.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

HSA/FSA

401K

Employee Stock Purchase Plan

Paid Time Off

Paid Holidays

Voluntary Supplemental Insurance

Descripción de la vacante

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

The role oversees fiduciary, individual, estate and gift tax services, delivering accurate reporting and proactive tax planning for high-net-worth clients. You will manage the tax team, collaborate with Trust Administration, Investment and Wealth Management teams, ensure regulatory compliance, and implement tax-efficient strategies that strengthen

Formación

• 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.

Responsabilidades

• 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 tax reporting forms (1099s, K-1s, etc.).
• 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.

Conocimientos

Leadership

Communication

Relationship management

Tax planning

Regulatory compliance

Educación

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

CPA Required

Masters in taxation, JD, CFP, or CTFA preferred

Descripción del empleo

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

The role oversees fiduciary, individual, estate and gift tax services, delivering accurate reporting and proactive tax planning for high-net-worth clients. You will manage the tax team, collaborate with Trust Administration, Investment and Wealth Management teams, ensure regulatory compliance, and implement tax-efficient strategies that strengthen