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Wealth Management Financial Compliance

VP, Fiduciary Tax & IRA Strategy Leader

Job in San Diego, San Diego County, California, 92189, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Compliance
  • Management
    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 wealth management firm in California is seeking a VP, Fiduciary Tax Manager to oversee fiduciary tax reporting and compliance. The role involves managing tax return preparation and ensuring adherence to fiduciary standards. Requires over 10 years of experience in fiduciary tax and trust administration, along with strong leadership and communication skills. The position offers a competitive salary of $120,819 to $201,365, with comprehensive benefits including health and retirement options.
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