Senior Trust Tax Manager

Lewis James Professional; Wilmington (DE); On-site; USD 140,000 - 180,000; Full time

Job summary

Lewis James Professional is seeking a Senior Trust Tax Manager for a direct hire opportunity with a financial services client. The role oversees trust tax compliance and reporting across federal, state, and local levels, partnering with Trust Officers and Financial Advisors for timely, accurate tax services.

The ideal candidate has 10+ years in tax, an advanced tax credential, and deep knowledge of Delaware trust taxation and FATCA.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related.
• Advanced degree in Taxation or LL.M. in Taxation preferred.
• At least 10 years of progressive experience in tax compliance, planning, or advisory services.
• Active CPA/EA/JD designation.
• Comprehensive understanding of federal, state, and local tax laws and reporting.
• Familiarity with international trust taxation and FATCA.
• Knowledge of Delaware trust taxation practices.
• Ability to interpret IRS regulations and apply tax rules to trust activity.
• Strong technical aptitude with multiple tax software and platforms.
• Demonstrated success in building partnerships and cross-functional collaboration.

Responsibilities

• Oversee timely preparation and filing of tax obligations for assigned clients.
• Serve as a key contact for Trust Officers and Financial Advisors.
• Direct day-to-day activities and strategic priorities of Trust Tax Services.
• Research, address, and resolve IRS notices and assessments.
• Monitor regulatory developments and their impact on client accounts.
• Lead tax operations, process improvements, and team development.
• Mentor staff through technical guidance and coaching.
• Manage resource allocation, workflow, and quality control.
• Carry out other duties and special projects as assigned.

Skills

Tax compliance

Tax planning

Trust taxation

Regulatory compliance

Team leadership

Client relations

IRS regulations

Tax research

Cross-functional collaboration

Technology aptitude

Education

Bachelor's degree in Accounting/Finance/Business Admin

LL.M. in Taxation or Advanced Tax Degree

CPA/EA/JD designation

Tools

Tax software

Tax systems

Job description

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Trust Tax Manager for a direct hire opportunity with a financial services client.

Responsibilities

• Ensure compliance with applicable federal, state, and local tax regulations by overseeing the timely preparation and filing of tax-related obligations for assigned clients.
• Serve as a key point of contact for Trust Officers and Financial Advisors, fostering strong and productive working relationships.
• Direct the day-to-day activities and strategic priorities of the Trust Tax Services function.
• Research, address, and resolve inquiries, notices, and assessments issued by taxing authorities at all governmental levels.
• Monitor legislative and regulatory developments and evaluate their impact on client accounts and tax reporting requirements.
• Demonstrate experience within a corporate trustee, trust administration, wealth management, or comparable fiduciary services environment.
• Lead tax operations, process improvements, and drive team development efforts.
• Mentor and support team members through technical guidance, professional development, and coaching.
• Manage resource allocation, workflow oversight, and review processes to maintain high-quality service delivery and regulatory compliance.
• Carry out other duties and special projects as assigned

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related.
• Advanced degree in Taxation or an LL.M. in Taxation is preferred.
• At least 10 years of progressive experience in tax compliance, planning, or advisory services.
• Active professional designation such as CPA, EA, or JD.
• Comprehensive understanding of complex federal, state, and local tax laws and reporting requirements.
• Familiarity with international trust taxation and FATCA compliance standards.
• Knowledge of Delaware trust taxation practices.
• Proven ability to interpret IRS regulations and apply tax rules to trust and account activity.
• Strong technical aptitude with experience utilizing multiple software applications, tax systems, and digital platforms.
• Demonstrated success in building partnerships, collaborating across business functions, and managing relationships with internal and external stakeholders.

Lewis James Professional is an Equal Opportunity Employer. M/F/D/V