Fiduciary Tax Manager jobs in United States
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Waukesha State Bank · 1 week ago

Fiduciary Tax Manager

positionWaukesha, WI
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin. They are seeking an experienced Fiduciary Tax Manager to oversee fiduciary tax compliance for trust and wealth management clients, ensuring accurate preparation and filing of various tax returns.

BankingFinancial ServicesInsurance

Responsibilities

Oversee all aspects of fiduciary tax compliance for our trust and wealth management clients
Ensure the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns
Consult with clients and attorneys on complex estates and administrative trusts
Provide tax planning guidance
Support estate administration matters
Collaborate with internal teams and external partners to deliver exceptional service

Qualification

Fiduciary tax complianceEstateGift taxationTax planning guidanceCPAMSTJDResearch skillsProcess improvementCommunication skillsMentoring

Required

At least five years of experience in fiduciary, estate, and gift taxation within a trust department, accounting firm, or law firm
Strong technical, research, and communication skills

Preferred

CPA
MST
JD

Company

Waukesha State Bank

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Waukesha State Bank is one of the largest locally owned, independent banks in Wisconsin
dateFounded in 1944
location
Waukesha, Wisconsin, USA
people-size201-500 employees
web-link
http://waukeshabank.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Ann Pascavis
Chief Financial Officer
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Tina Neis
Senior Vice President - Chief Credit Officer
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Recent News

Gerry Benton
2024-10-27
Nik Sendelbach
2024-10-27
Company data provided by crunchbase