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Financial Compliance Wealth Management

VP, Fiduciary Tax & IRA Strategy Leader

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Compliance, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking a VP, Fiduciary Tax Manager to oversee tax reporting responsibilities for fiduciary services. This senior role requires managing tax return preparation and vendor oversight while ensuring compliance with fiduciary standards. The ideal candidate will have over 10 years of progressive fiduciary tax experience, with strong communication and organizational skills. Join a company committed to providing innovative solutions while supporting financial advisors and their clients.
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