Wealth Management Tax Services Director

Quad City Bank & Trust; Moline (IL); Vor Ort; USD 113.000 - 138.000; Vollzeit

Benefits dieser Stelle

Health Insurance

Dental

Vision

Life Insurance

Disability Insurance

FSA

HSA

401K

Employee Stock Purchase Plan

Paid Time Off

Paid Holidays and additional Voluntary

Zusammenfassung

Quad City Bank & Trust in Moline, IL is seeking a Director of Tax Services within Wealth Management to lead all tax-related activities across fiduciary, individual, estate and gift tax services.

This senior role directs the tax team, partners with Trust Administration, Investment and Wealth Management, and develops proactive tax strategies to enhance client relationships while managing regulatory risk.

Qualifikationen

• 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.

Aufgaben

• 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 all tax reporting forms, including Forms 1099, K-1s, and other required tax documents.
• Establish quality control procedures to ensure accuracy and compliance.
• 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.
• Coordinate with internal compliance, risk management, and audit teams.
• Manage relationships with external tax providers and regulators as needed.
• Ensure proper documentation, controls, and record retention procedures.
• Support referral generation from commercial banking, private banking, and retail banking partners.
• Hire, develop, motivate, and train staff, including planning and delegating work assignments and projects.
• Evaluate performance, administer touch points and deliver performance evaluations.
• Foster a positive work environment that encourages professional growth and development.
• Establish clear expectations and hold team members accountable to performance and behaviors aligned with our culture.
• Understand and administer compensation based on pay for performance philosophy, including merit increases and variable pay.
• Participate in community engagement events. This can include professional, civic and community groups.
• Comply with all company or regulatory policies, procedures and requirements applicable to this position.
• Foster and preserve a culture of inclusion, innovation, collaboration, accountability, achievement and passion.
• Additional duties and responsibilities may be required to support the company’s mission, vision and values.

Kenntnisse

CPA certification

Team management

Fiduciary tax knowledge

Communication skills

Regulatory compliance

Ausbildung

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

Masters in taxation, JD, CFP, or CTFA preferred

Jobbeschreibung

Quad City Bank & Trust in Moline, IL is seeking a Director of Tax Services within Wealth Management to lead all tax-related activities across fiduciary, individual, estate and gift tax services.

This senior role directs the tax team, partners with Trust Administration, Investment and Wealth Management, and develops proactive tax strategies to enhance client relationships while managing regulatory risk.