Trust Tax Manager

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 u00b7 Manage individual and corporate trust accounts u00b7 Assist with IRS filing systems u00b7 Keep abreast of all Trust rules and regulations u00b7 Identify and mitigate potential risk issues u00b7 Assist with client tax filing u00b7 Initiate the auditing process u00b7 Source and build prospect client pipeline u00b7 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: u00b7 5+ years of trust tax experience u00b7 2+ years of management/supervisory experience u00b7 Credentialed tax professional u2013 CPA, EA or LLM u00b7 Proficient Microsoft Office skills, Advanced Excel u00b7 Trust or Financial services industry is also strongly preferred For more information on this Trust Tax Manager role and other full-time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0012917470. Robert Half is the worldu2019s 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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-12-05