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Financial Compliance Wealth Management

Executive Fiduciary Tax Leader - Trust & IRA Expert

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Compliance, Wealth Management
Salary/Wage Range or Industry Benchmark: 120819 - 201365 USD Yearly USD 120819.00 201365.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Cleveland seeks a VP, Fiduciary Tax Manager to oversee fiduciary tax and IRA administration. This role requires 10+ years of experience in fiduciary tax, with strong leadership and communication skills. Responsibilities include managing tax return preparation, overseeing third-party vendors, and ensuring compliance. The company offers competitive compensation between $120,819 and $201,365/year, alongside comprehensive benefits including 401K matching and health coverage.
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