VP, Fiduciary Tax Manager

Apply as the VP, Fiduciary Tax Manager at LPL Financial
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We are currently hiring a senior leader to oversee all fiduciary and tax reporting responsibilities within The Private Trust Company. The role includes managing trust tax return preparation, third‑party tax reporting, vendor oversight, and serving as subject‑matter expert on fiduciary tax and IRA administration. It requires strong oversight, collaboration, and communication with advisors, beneficiaries, vendors and internal stakeholders while ensuring compliance with fiduciary standards.

• Manage PTC’s fiduciary tax return preparation (as trustee and taxpayer), including Forms 1041, 1099 and K‑1.
• Oversee third‑party tax reporting to clients and beneficiaries, including federal and state withholding and other regulatory reporting.
• Monitor tax law developments affecting trusts and IRAs and recommend process adjustments (without providing individualized tax advice).
• Ensure timely and accurate completion of all fiduciary tax filings, elections and regulatory submissions.

• Manage the bank’s third‑party tax compliance vendor, including performance monitoring, service‑level adherence, contract renewals and RFP processes.
• Lead process improvements, technology integrations and controls to strengthen accuracy, efficiency and compliance.

• Serve as fiduciary tax SME for PTC front office, advisors and external stakeholders, ensuring questions are addressed with clarity and within scope of fiduciary administration.
• Provide education and training to trust officers and staff regarding fiduciary income tax principles, IRA rules and tax reporting practices.
• Support estate settlement teams in managing estate tax obligations.

• Serve as SME on trusted IRAs administered by PTC and IRAs owned by PTC as trustee and partner with front office to ensure proper administration of IRAs.
• Develop internal best practices and training materials for IRA administration.

• 10+ years of progressive fiduciary tax, trust administration or estate tax experience, with at least 5 years in a leadership role.
• Knowledge of fiduciary income taxation, estate taxation and IRA administration.
• Familiarity with OCC regulations, trust company operations and vendor oversight.
• Communication skills to liaise effectively with financial advisors, beneficiaries and other stakeholders.
• Organizational, analytical and leadership abilities.

• Juris Doctor (JD) and Master of Laws (LL.M.) in Taxation preferred.

$120,819 – $201,365 per year. Actual base salary varies based on relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S., supporting over 32,000 financial advisors and 1,100 financial institutions, and servicing approximately $2.3 trillion in assets. It offers a wide range of advisory, investment and technology services.

• 401(k) matching.
• Health, dental and vision benefits.
• Employee stock options.
• Paid time off, volunteer time off and more.

Principals only. EOE.

LPL will only communicate with job applicants from a email address. Interviews will not be conducted online or in chatrooms, and no payment or bank information will be requested. For questions about the application process, contact LPL’s Human Resources Solutions Center at .