Manager in Tax & Customs at KPMG guiding clients on tax compliance and strategy. Leading projects and developing junior staff while maintaining client relationships.
About the role
- VP, Fiduciary Tax Manager overseeing fiduciary and tax reporting responsibilities for The Private Trust Company. Leading trust tax return preparation, vendor oversight, and staff training.
Responsibilities
- Oversee all fiduciary and tax reporting responsibilities
- Manage trust tax return preparation, third-party tax reporting, and vendor oversight
- Ensure timely and accurate completion of all fiduciary tax filings
- Serve as fiduciary tax SME for PTC front office, advisors and external stakeholders
- Provide education and training to trust officers and staff regarding fiduciary income tax principles, IRA rules and tax reporting practices
- Support estate settlement teams in managing estate tax obligations
- Develop internal best practices and training materials for IRA administration
Requirements
- 10+ years of progressive fiduciary tax, trust administration or estate tax experience
- at least 5 years in a leadership role
- knowledge of fiduciary income taxation, estate taxation and IRA administration
- familiarity with OCC regulations, trust company operations and vendor oversight
- communication skills to liaise effectively with financial advisors, beneficiaries and other stakeholders
- organizational, analytical and leadership abilities
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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