Project Manager, Banking & Financial Services

Senior Trust Tax Manager Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Trust Tax Manager for a direct hire opportunity with a financial services client.

• Ensure compliance with applicable federal, state, and local tax regulations by overseeing the timely preparation and filing of tax-related obligations for assigned clients.
• Serve as a key point of contact for Trust Officers and Financial Advisors, fostering strong and productive working relationships.
• Direct the day-to-day activities and strategic priorities of the Trust Tax Services function.
• Research, address, and resolve inquiries, notices, and assessments issued by taxing authorities at all governmental levels.
• Monitor legislative and regulatory developments and evaluate their impact on client accounts and tax reporting requirements.
• Demonstrate experience within a corporate trustee, trust administration, wealth management, or comparable fiduciary services environment.
• Lead tax operations, process improvements, and drive team development efforts.
• Mentor and support team members through technical guidance, professional development, and coaching.
• Manage resource allocation, workflow oversight, and review processes to maintain high-quality service delivery and regulatory compliance.
• Carry out other duties and special projects as assigned

• Bachelor’s degree in Accounting, Finance, Business Administration, or related.
• Advanced degree in Taxation or an LL.M. in Taxation is preferred.
• At least 10 years of progressive experience in tax compliance, planning, or advisory services.
• Active professional designation such as CPA, EA, or JD.
• Comprehensive understanding of complex federal, state, and local tax laws and reporting requirements.
• Familiarity with international trust taxation and FATCA compliance standards.
• Knowledge of Delaware trust taxation practices.
• Proven ability to interpret IRS regulations and apply tax rules to trust and account activity.
• Strong technical aptitude with experience utilizing multiple software applications, tax systems, and digital platforms.
• Demonstrated success in building partnerships, collaborating across business functions, and managing relationships with internal and external stakeholders. For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4431. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4431. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V