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Director of Tax and Fiduciary Services

Position ID: JMS/PAfiduciary
Location: Wayne PA

Director of Tax and Fiduciary Services

Our client is a well-established, independently owned Trust Company with over $3 billion in assets under management.

 

They are looking for a Director of Tax and Fiduciary Services to lead its Tax Department:

 

- Manage department budget and professionals, and work directly with executive leadership on department issues

- Provide guidance and thought leadership on tax and wealth planning issues to clients and trust and investment professionals.

- Meet with clients to prepare for and review tax filings and planning issues

- Handle tax return preparation: individual federal, state and local income tax returns; state and federal fiduciary income tax returns; federal estate and applicable state or estate inheritance tax returns; Form 990 and 990-PF returns; Form 5227 split-interest trust returns

 

Requirements

- CPA

- Masters in taxation

- Minimum of 15 years of experience in tax, investment industries, or financial services


Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.


To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/PAfiduciary in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/PAfiduciary

 

NO CALLS PLEASE

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