Director Trust and Estate Tax jobs in United States
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First Citizens Bank · 1 week ago

Director Trust and Estate Tax

positionRaleigh, NC
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date10+ years exp

First Citizens Bank is a financial institution seeking a Director of Trust and Estate Tax. This role serves as a primary resource for tax issues related to Wealth clients, providing leadership, oversight, and strategic guidance on tax strategies and compliance.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

Provides strategic leadership and oversight to the department in order to enhance advisory capabilities
Educates associates to leverage identified tax and estate planning opportunities embedded in client situations
Provides training and guidance on tax, estate, and financial planning issues that enable associates to create appropriate recommendations for client action
Proactively develops and delivers thought leadership articles, marketing material and presentations
Leads internal tax consultation delivery to relationship management teams addressing tax implications of account dynamics and proposed planning techniques
Manages the preparation of tax or information returns for Wealth clients to ensure accuracy, efficiency, and compliance with all applicable regulations
Establishes and monitors expectations to achieve group goals
Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives
Maximizes department achievements by providing professional development
Mitigates fiduciary risks to the Bank by reviewing certain processes and account types for adherence to Tax Regulations, Trust Regulations and internal Policies and Procedures

Qualification

TrustProbateTaxCertified Public AccountantJuris Doctor

Required

Bachelor's Degree and 10 years of experience in Trust, Probate, or Tax
High School Diploma or GED and 14 years of experience in Trust, Probate, or Tax

Preferred

Certified Public Accountant (CPA)
Juris Doctor (JD)

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
dateFounded in 1898
location
Raleigh, North Carolina, USA
people-size10001+ employees
web-link
http://www.firstcitizens.com

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Recent News

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Company data provided by crunchbase