Relationship Manager - Trust Tax

Relationship Manager - Trust Tax

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John

D. Rockefeller, the firm has evolved to offer strategic advice to ultra‑ and high‑net‑worth individuals, families, institutions, and corporations from offices in 30 markets throughout the United States, plus an office in London. The firm oversees $151 billion in client assets as of December 31, 2024.

Position:
Relationship Manager on the Trust Tax Team. The tax compliance work (return preparation) is performed by an outside provider. The Relationship Manager will be accountable for timely delivery of all tax‑related deliverables (including form 1041) to the Rockefeller Trust Company Trust Officer, Trustees, Beneficiaries, Financial Advisors, or other related parties. The ideal candidate will bring technical expertise in trust taxation, strong communication and project‑management skills, and a commitment to delivering exceptional client service.

• Proactively manage all tax related matters for 750 trusts in close partnership with the outside tax preparer, Trust Officers, and Financial Advisors.
• Serve as escalation point for the outside tax preparer to resolve any situations preventing timely delivery of any tax related deliverables such as returns, estimated tax payments, etc.
• Collaborate with Trust Officers, Financial Advisors, and external tax counsel to ensure tax strategies align with client goals.
• Coordinate with Trust Officers, Financial Advisors, and external tax counsel to proactively gather, validate, and deliver all necessary data (e.g., third‑party 1099s, alternative investment Schedule K‑1s, etc.).
• Maintain up‑to‑date knowledge of federal and state fiduciary tax regulations and communicate relevant changes to internal stakeholders.
• Develop and implement comprehensive internal processes for key procedures (e.g., trust terminations) ensuring compliance with regulatory standards and organizational policies.
• Experience with trust accounting systems and bring to ONESOURCE Trust Tax software, ideally with experience working with Fi‑Tech systems.
• Facilitate high‑volume quarterly payment processes.

• CPA designation preferred.
• Minimum of 7 years of experience in fiduciary tax, with a focus on Form 1041 preparation and review.
• Strong understanding of trust structures, estate planning concepts, and fiduciary accounting.
• Proven project‑management experience.
• Exceptional attention to detail and ability to manage multiple priorities in a fast‑paced setting.
• Excellent communication skills and ability to collaborate across departments.
• Detailed knowledge of the Thomson Reuters One Source Trust Tax platform.

• Expertise in fiduciary income tax (Form 1041) preparation and review.
• Deep knowledge of federal and state trust tax regulations.
• Strong problem‑solving abilities.
• Proficiency in tax software and trust accounting systems.
• Effective cross‑functional communication.
• Deadline‑driven project management.
• Strategic thinking in tax planning and compliance.

Not Applicable

Full‑time

Sales and Business Development

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E‑Verify program in certain locations, as required by law.