About the Trust Tax Manager Role at Robert Half

Robert Half is proud to partner with a dynamic, growing client in Wilmington, Delaware, to find an exceptional Trust Tax Manager. This pivotal full-time position is ideal for seasoned tax professionals who thrive in managing complex trust accounts, delivering strategic tax advisory services, and leading high-performing teams. As a Trust Tax Manager, you will play a critical role in ensuring compliance with federal and state tax laws while driving tax efficiency and client satisfaction. Located in the heart of Wilmington, DE—a hub for financial services and corporate trusts—this opportunity offers a blend of challenging responsibilities and rewarding career growth within a supportive environment provided through Robert Half's esteemed network.

In this role, you'll oversee the preparation of trust tax returns, provide expert tax planning, review intricate trust documents and financial statements, and monitor tax remittances. You'll collaborate with internal teams and external advisors, coordinate on fiduciary insights, and contribute to investment decisions and trust executions. Staying ahead of evolving trust regulations and IRS requirements will be key, as will your ability to identify risks and build lasting client relationships. If you have a passion for trust taxation, fiduciary accounting, and business development, this Trust Tax Manager position is your chance to excel in a high-impact role.

Why Wilmington, DE is the Perfect Location

Wilmington, Delaware, stands as a premier destination for finance and tax professionals, home to numerous corporate trusts and wealth management firms. With its proximity to major East Coast cities and a thriving business ecosystem, this role offers unparalleled networking opportunities and work-life balance.

Key Responsibilities

The Trust Tax Manager will handle a diverse set of duties focused on operational excellence and strategic growth:

• Manage individual and corporate trust accounts, ensuring seamless operations and compliance.
• Prepare accurate, timely trust tax returns and assist with IRS filing systems and client tax submissions.
• Deliver tax planning and advisory services, reviewing trust documents and financial statements for optimization.
• Oversee a team of trust professionals, providing guidance and reviewing work for quality.
• Monitor tax payments and remittances while ensuring adherence to federal and state regulations.
• Identify potential risk issues and implement mitigation strategies proactively.
• Initiate and support auditing processes to maintain fiscal integrity.
• Coordinate with management on key fiduciary findings and assist in investment decisions and trust executions.
• Source and build a prospect client pipeline through targeted outreach.
• Foster strong relationships with outside wealth advisors to enhance referrals and partnerships.

Required Qualifications

To succeed as our Trust Tax Manager, candidates should possess:

• A Bachelor's degree in Accounting, Finance, Taxation, or a related field; CPA, EA, or similar certification highly preferred.
• At least 5-7 years of progressive experience in trust taxation, fiduciary accounting, and tax compliance.
• Demonstrated leadership in managing teams of tax or trust professionals.
• Deep expertise in IRS regulations, trust rules, federal/state tax laws, and financial reporting standards.
• Proven track record in tax planning, risk assessment, auditing, and client advisory services.
• Exceptional analytical skills for dissecting complex trust documents and financial data.
• Strong interpersonal abilities for client correspondence, advisor networking, and internal collaboration.
• Business development experience, including pipeline building and relationship management.
• Proficiency in tax software, Excel, and financial analysis tools.
• Ability to thrive in a fast-paced environment while maintaining meticulous attention to detail.

Robert Half values diversity and seeks candidates who embody integrity, innovation, and a client-first mindset.

Why Join Us?

Joining Robert Half means accessing top-tier opportunities with leading employers. Our client offers a competitive salary range of $120,000-$160,000 (based on experience), plus comprehensive benefits including health insurance, 401(k) matching, PTO, and professional development. Benefit from Robert Half's career support, from resume optimization to interview coaching. Grow your expertise in trust tax management while contributing to a firm committed to excellence. Apply today and elevate your career in Wilmington, DE's vibrant finance sector!

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