Senior Trust Tax Manager (Wilmington, DE)

Lewis James Professional; Wilmington (DE); On-site; USD 120,000 - 150,000; Full time

Job summary

Lewis James Professional is seeking a Senior Trust Tax Manager to lead the tax function for a financial services client. The role requires presenting expertise in trust taxation, regulatory compliance, and cross‑functional collaboration with Trust Officers and Financial Advisors.

Ideal candidates possess a CPA/EA/JD, 10+ years of tax experience, and familiarity with Delaware trust taxation and FATCA standards. This is a senior, consultative role with leadership responsibilities.

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, or JD designation.
• Strong knowledge of federal, state, and local tax laws and reporting.

Responsibilities

• Oversee timely tax preparation and filing for assigned clients.
• Serve as primary contact for Trust Officers and Financial Advisors.
• Direct day-to-day activities and strategy of Trust Tax Services.
• Research and resolve inquiries and notices from taxing authorities.
• Monitor regulatory developments and their impact on client accounts.
• Lead tax operations, process improvements, and team development.
• Mentor staff with technical guidance and coaching.
• Manage resources, workflow, and review processes for compliance.

Skills

CPA

EA

JD

Tax compliance

Trust taxation

FATCA

IRS rules

Delaware tax

Education

Bachelor's degree in Accounting/Finance/Business

LL.M. in Taxation

Tools

Tax software

ERP systems

Tax research tools

Job description

Senior Trust Tax Manager

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