VP, Fiduciary Tax Manager

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We are currently hiring a VP, Fiduciary Tax Manager within The Private Trust Company to oversee all fiduciary and tax reporting responsibilities. This senior leader will manage trust tax return preparation, third‑party tax reporting, vendor oversight and serve as subject‑matter expert on fiduciary tax and IRA administration. The role combines technical depth with leadership, requiring 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, as well as 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 trust‑ee 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/year. Actual base salary varies based on relevant skill, experience, education, performance and geographic location. LPL Total Rewards package is competitive, including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off and more.

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets. The firm offers a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions can choose the business model, services and technology resources they need to run thriving businesses.

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated platform of cutting‑edge technology, brokerage, and investment advisor services.