Job Information
Robert Half Trust Tax Manager in Wilmington, Delaware
Description
We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning and advisory services, reviewing trust documents and financial statements, providing tax support, monitoring the remittance of tax payments, corresponding with internal and external tax advisors, and ensuring tax reporting complies with federal and state laws. This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution.
Primary Responsibilities
· Manage individual and corporate trust accounts
· Assist with IRS filing systems
· Keep abreast of all Trust rules and regulations
· Identify and mitigate potential risk issues
· Assist with client tax filing
· Initiate the auditing process
· Source and build prospect client pipeline
· Build strong relationships with outside wealth advisors
Requirements
The ideal Trust Tax Manager will preferably have a Bachelors degree in Accounting/Finance/Business Administration.
Other requirements for the Trust Tax Manager role include and are not limited to:
· 5+ years of trust tax experience
· 2+ years of management/supervisory experience
· Credentialed tax professional – CPA, EA or LLM
· Proficient Microsoft Office skills, Advanced Excel
· Trust or Financial services industry is also strongly preferred
For more information on this Trust Tax Manager position and other full-time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0012917470.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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