VP, Fiduciary Tax Manager

Job Overview

We are currently looking to hire 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 trusteed 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 factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, 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 on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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