Trust Tax Manager

Sol Rise Staffing; Phoenix (AZ); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Sol Rise Staffing is seeking a Trust tax expert to join a national nonprofit trust administrator and lead fiduciary tax preparation, review, and filing for trusts and estates.

You will coordinate Form 1041 filings, K-1s, grantor letters, and other fiduciary documents, while analyzing DNI, capital gains, and trust attributes, plus monitoring tax law changes and acting as SME across Trust Operations, Legal, Accounting & Compliance.

Qualifications

• CPA certification is required.
• Bachelor's degree in Accounting/Taxation (Master's preferred).
• 3–5 years in public accounting, taxation, or fiduciary tax.

Responsibilities

• Prepare/coordinate filing of Form 1041 fiduciary returns.
• Prepare K-1s, grantor letters, 1099s, and other fiduciary tax documents.
• Calculate DNI, capital gains, and other trust tax attributes.

Skills

Fiduciary taxation knowledge

Fiduciary accounting background

Analytical skills

Attention to detail

Education

Bachelor's in Accounting/Taxation

Master's degree preferred

Job description

Join a national nonprofit trust administrator dedicated to helping children and adults protect their assets. This company provides great work/life balance and a flexible hybrid schedule. We're looking for a Trust tax expert to manage the preparation, review, and filing of federal and state tax returns for trusts and estates.

What you'll do:

• Prepare/coordinate filing of Form 1041 fiduciary returns
• Prepare K-1s, grantor letters, 1099s, and other fiduciary tax documents
• Calculate DNI, capital gains, and other trust tax attributes; handle pooled trust unitization
• Manage trust termination tax matters (holdbacks, reserves, final returns)
• Research complex fiduciary tax issues and respond to IRS/state notices
• Monitor tax law changes and recommend process updates
• Partner with Trust Operations, Legal, Accounting, and Compliance as the fiduciary tax SME

What you bring:

• Deep knowledge of fiduciary taxation — simple, complex, QDT, grantor, and non-grantor trusts
• Strong fiduciary accounting background
• Sharp analytical skills and attention to detail
• CPA required
• Bachelor's in Accounting/Taxation (Master's preferred)
• 3–5 years in public accounting, taxation, or fiduciary tax