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Financial Compliance CFO

VP, Fiduciary Tax & IRA Strategy Leader

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: LPL Financial Holdings, Inc.
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Compliance, CFO
Job Description & How to Apply Below
A financial services company is looking for a VP, Fiduciary Tax Manager to oversee fiduciary tax reporting and manage trust tax return preparation. This role requires over 10 years of experience in fiduciary tax or trust administration, including 5 years in leadership. The ideal candidate will provide education on fiduciary tax principles and vendor oversight while ensuring compliance with regulations.

Competitive salary and benefits included.
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