Project Manager, Ultra-High Net Worth Tax

Legacy Trust Company, N.A.; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Legacy Trust Company, N.A. seeks a motivated Project Manager to drive progress on tax returns and related projects for our Tax department, serving ultra-high net worth families and private foundations.

The role collaborates with the Tax Leader to keep projects on track, deadlines met, and coordination smooth among clients, internal teams, and CPA firms. Success requires organizational discipline, clear communication, and sound judgment to manage multiple priorities, anticipate client needs, and

Qualifications

• 3+ years in project coordination/management.
• Experience supporting ultra-high net worth clients and tax due dates preferred.
• PMP or equivalent project management training preferred.

Responsibilities

• Plan, schedule, and track tax return timelines for ultra-high net worth clients.
• Track tax return status with internal teams and CPA firms to ensure timely filings.
• Follow up on open items with CPA firms, clients, and internal teams.
• Notify Tax Leader of timeline issues and communicate with impacted teams.
• Coordinate quarterly tax payments and oversee billing to CPA firms and Tax department.
• Manage department tools, workflow tracker, and Tax Center portal.
• Maintain organized project documentation and meeting notes.
• Help shape PM processes for efficiency.

Skills

Project Planning

Scheduling

Status Tracking

Workflow Management

MS Word

MS Excel

MS Outlook

MS Teams

Adobe Acrobat

Client Communication

Education

PMP certification

Tools

Microsoft Word

Microsoft Excel

Outlook

Teams

Adobe Acrobat

Job description

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.