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Wealth Management Financial Compliance

VP, Fiduciary Tax & Trust Operations Leader

Job in Austin, Travis County, Texas, 78716, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Compliance
Job Description & How to Apply Below
A leading wealth management firm is seeking a VP, Fiduciary Tax Manager, to oversee all fiduciary and tax reporting responsibilities. This senior role includes managing fiduciary tax return preparation, vendor oversight, and serving as a subject-matter expert on fiduciary tax and IRA administration. The ideal candidate will have 10+ years of experience in fiduciary tax, a leadership background, and strong communication skills.

This position offers a competitive salary and comprehensive benefits, including 401(k) matching and health coverage.
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