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Senior Fiduciary Wealth Tax Liaison

2 months ago


Buffalo, New York, United States Wilmington Trust Full time
Job Summary:

We are seeking a highly skilled Senior Fiduciary Wealth Tax Liaison to join our team at Wilmington Trust. As a key member of our Fiduciary Tax area, you will play a critical role in supporting the resolution of complex tax technical client issues and managing tax remediation and efficiency projects throughout the year.

Key Responsibilities:
  • Develop and maintain a thorough understanding of our systems and procedures, participating in training and expanding job-related knowledge.
  • Provide guidance and training to less experienced personnel, promoting a culture of knowledge sharing and development.
  • Participate in client meetings and sales pitches, effectively communicating complex tax strategies and solutions.
  • Contribute to the overall management of the department, driving process improvements and ensuring compliance with regulatory standards.
  • Support the review of externally prepared tax returns, ensuring accurate and timely oversight of external vendor preparation.
  • Respond to tax authority notices, resolving complex issues and ensuring timely resolution.
  • Support remediation and efficiency projects, such as GST review, state nexus analysis, and charitable trust processing.
  • Understand and adhere to our risk and regulatory standards, policies, and controls, identifying risk-related issues and escalating to management as needed.
  • Promote a culture of diversity and inclusion, reflecting the Wilmington Trust brand and values.
  • Maintain internal control standards, implementing internal and external audit points and addressing issues raised by external regulators.
  • Complete other related duties as assigned, contributing to the success of our team and the company.
Requirements:
  • Bachelor's degree and a minimum of 7 years' experience preparing income tax returns, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience preparing income tax returns.
  • Minimum of 2 years' managerial and/or work leadership experience.
  • Good understanding of pertinent word processing and spreadsheet software.
  • Good communication skills.
  • Experience dealing with clients and advisors.
Preferred Qualifications:
  • Bachelor's degree in Accounting/Finance/Economics.
  • Minimum of 10 years' experience preparing trust income tax returns.
  • CPA (Certified Public Accountant)/MST/JD/LLM.
  • Experience with pertinent tax-related systems and software.
  • Experience preparing complex returns.
Compensation:
The pay range for this position is $115,000 - $192,839.55 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.