Senior Trust Tax Manager (Wilmington, DE)

Senior Trust Tax Manager

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Trust Tax Manager for a direct hire opportunity with a financial services client.

Responsibilities:

• Ensure compliance with applicable federal, state, and local tax regulations by overseeing the timely preparation and filing of tax-related obligations for assigned clients.


• Serve as a key point of contact for Trust Officers and Financial Advisors, fostering strong and productive working relationships.


• Direct the day-to-day activities and strategic priorities of the Trust Tax Services function.


• Research, address, and resolve inquiries, notices, and assessments issued by taxing authorities at all governmental levels.


• Monitor legislative and regulatory developments and evaluate their impact on client accounts and tax reporting requirements.


• Demonstrate experience within a corporate trustee, trust administration, wealth management, or comparable fiduciary services environment.


• Lead tax operations, process improvements, and drive team development efforts.


• Mentor and support team members through technical guidance, professional development, and coaching.


• Manage resource allocation, workflow oversight, and review processes to maintain high-quality service delivery and regulatory compliance.


• Carry out other duties and special projects as assigned.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Business Administration, or related.


• Advanced degree in Taxation or an LL.M. in Taxation is preferred.


• At least 10 years of progressive experience in tax compliance, planning, or advisory services.


• Active professional designation such as CPA, EA, or JD.


• Comprehensive understanding of complex federal, state, and local tax laws and reporting requirements.


• Familiarity with international trust taxation and FATCA compliance standards.


• Knowledge of Delaware trust taxation practices.


• Proven ability to interpret IRS regulations and apply tax rules to trust and account activity.


• Strong technical aptitude with experience utilizing multiple software applications, tax systems, and digital platforms.


• Demonstrated success in building partnerships, collaborating across business functions, and managing relationships with internal and external stakeholders.

Lewis James Professional is an Equal Opportunity Employer. M/F/D/V