Rockefeller Capital Management · 1 month ago
Relationship Manager - Fiduciary Tax
Wilmington, DE
Full-time
Onsite
Senior Level
7+ years expRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. They are seeking a proactive, seasoned tax professional to join as a Relationship Manager on their Fiduciary Tax Team, responsible for managing all tax-related matters for multiple trusts and ensuring timely delivery of tax-related deliverables.
Financial Services
Responsibilities
Proactively manage all tax related matters for 750 trusts in close partnership with the outside tax preparer, Trust Officers, Financial Advisors
Serve as escalation point for outside tax preparer to resolve any situations preventing timely delivery of any tax related deliverables such as returns, estimated tax payments, etc
Collaborate with Trust Officers, Financial Advisors, and external tax counsel to ensure tax strategies align with client goals
Coordination with Trust Officers, Financial Advisors, and external tax counsel to proactively gather, validate, and deliver all necessary data (e.g., third party 1099s, alternative investment Schedule K-1s, etc.)
Maintain up-to-date knowledge of federal and state fiduciary tax regulations and communicate relevant changes to internal stakeholders
Develop and implement comprehensive internal processes for key procedures, (e.g., trust terminations) ensuring compliance with regulatory standards and organizational policies
Experience with trust accounting systems and briging to ONESOURCE Trust Tax software, ideally experience working with Fi-Tech systems
Experience with ONESOURCE Trust Tax software
Facilitation of high-volume quarterly payment processes
Qualification
Required
Minimum of 7 years of experience in fiduciary tax, with a focus on Form 1041 preparation and review
Strong understanding of trust structures, estate planning concepts, and fiduciary accounting
Proven project management experience
Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting
Excellent communication skills and ability to collaborate across departments
Detailed knowledge of the Thomson Reuters OneSource Trust Tax platform
Expertise in fiduciary income tax (Form 1041) preparation and review
Deep knowledge of federal and state trust tax regulations
Strong problem-solving abilities
Proficiency in tax software and trust accounting systems
Effective cross-functional communication
Deadline-driven project management
Strategic thinking in tax planning and compliance
Preferred
CPA designation preferred
Experience with trust accounting systems and bringing to ONESOURCE Trust Tax software, ideally experience working with Fi-Tech systems
Experience with ONESOURCE Trust Tax software
Company
Rockefeller Capital Management
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management.
1001-5000 employees
H1B Sponsorship
Rockefeller Capital Management 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 (7)
2024 (6)
2023 (2)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageLeadership Team
Gregory J. Fleming
President and Chief Executive Officer
Jonathan Eisenberg
Senior Counsel to the CEO
Recent News
2024-01-03
InvestmentNews
2023-08-17
2023-06-21
Company data provided by crunchbase