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Fiduciary Manager Jobs in Reston, VA (NOW HIRING)

The Mississippi Bar

Tax Manager

Bethesda, MD · On-site

$120 - $180/hr

You will prepare fiduciary and entity returns - but you will also reconstruct books for non-filers who haven't filed in six years, analyze IRS account transcripts to find the real story, build the ...

New

City of Plant City

Tax Manager

Bethesda, MD · On-site

$130 - $195/hr

You will prepare fiduciary and entity returns - but you will also reconstruct books for non-filers who haven't filed in six years, analyze IRS account transcripts to find the real story, build the ...

New

Hennessy and Roach

Tax Manager

Bethesda, MD · On-site

$120 - $170/hr

You will prepare fiduciary and entity returns - but you will also reconstruct books for non-filers who haven't filed in six years, analyze IRS account transcripts to find the real story, build the ...

New

New Horizon Bank

Trust Operations Coordinator

Mclean, VA · On-site

Ability to learn trust accounting and trust management software. * Knowledge of fiduciary accounts, trust operations, estate administration, and/or investment services. * Strong organizational skills ...

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All JobsFiduciary JobsFiduciary Manager JobsFiduciary Manager Jobs in Reston, VA

Fiduciary Manager information

See Reston, VA salary details

$25.5K

$61.9K

$120.7K

How much do fiduciary manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for fiduciary manager in Reston, VA is $61,927.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $71,300.00 per year, depending on experience, location, and employer.

What is a fiduciary manager?

A Fiduciary Manager is a financial professional or firm responsible for overseeing and managing investment decisions on behalf of clients, typically institutions such as pension funds, charities, or endowments. They take on the responsibility of selecting, monitoring, and replacing investment managers, and ensure that investments align with the client's objectives and regulatory requirements. By delegating these responsibilities to a fiduciary manager, clients benefit from expert oversight, risk management, and potentially improved investment outcomes.

What are the main challenges a fiduciary manager faces when balancing client objectives with evolving market conditions?

As a Fiduciary Manager, one of the primary challenges is aligning clients’ long-term investment goals with the dynamic nature of financial markets. This involves regularly reassessing risk profiles, staying updated on regulatory changes, and efficiently adjusting asset allocations to optimize returns while minimizing risk. Effective communication with clients and internal teams is essential to ensure strategies remain aligned with client objectives, even when market conditions shift. Success in this role requires strong analytical skills, adaptability, and a proactive approach to managing both client relationships and investment strategies.

What are the key skills and qualifications needed to thrive as a fiduciary manager, and why are they important?

To thrive as a Fiduciary Manager, you need a strong background in finance, investment management, and risk assessment, usually supported by a relevant degree and professional qualifications such as CFA or equivalent. Proficiency with portfolio management systems, financial modeling tools, and regulatory compliance platforms is typically required. Exceptional analytical thinking, attention to detail, and strong interpersonal skills help build client trust and facilitate effective decision-making. These skills and qualities are vital to ensure prudent asset management, regulatory adherence, and the delivery of optimal outcomes for clients.

What is the difference between Fiduciary Manager vs Financial Advisor?

AspectFiduciary ManagerFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentInstitutional settings, managing client portfolios or fundsIndividual clients, providing personal financial planning
Employer & IndustryFinancial institutions, asset management firmsIndependent or firm-based, financial planning firms
Search & Comparison IntentUnderstanding fiduciary responsibilities vs financial advisingComparing personal financial planning services

Fiduciary Managers primarily oversee institutional funds and adhere to fiduciary standards, focusing on managing assets for organizations or large clients. Financial Advisors typically work directly with individual clients, offering personalized financial planning and investment advice. While both roles require similar certifications and operate within the financial industry, their work environments and client focus differ significantly.

What are the most commonly searched types of Fiduciary jobs in Reston, VA?

The most popular types of Fiduciary jobs in Reston, VA are:

Fiduciary Manager jobs near you

Fiduciary & Private Client Tax Manager

Brown Advisory Incorporated

Washington, DC • On-site

$125K - $164K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 18 days ago

Job description

Company Overview
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Fiduciary & Private Client Tax Manager
Brown Advisory is currently seeking a technical, collaborative, and detail-oriented tax professional to join our Fiduciary Tax team as a Fiduciary & Private Client Tax Manager. This role partners closely with the Tax Director and Fiduciary Tax team to support the delivery of high-quality fiduciary and private client tax advice and services.
The Manager will provide technical tax expertise across trusts, private foundations, and related private client matters. This individual will support oversight of third-party tax service providers, review fiduciary income tax and foundation returns, conduct tax research, respond to tax notices, provide training and updates on tax legislation, and collaborate with internal teams and external advisors to resolve complex tax issues.
Primary Responsibilities
  • Review fiduciary income tax returns, private foundation tax returns, estimated tax payments, extensions, notices, and supporting documentation for accuracy and compliance.
  • Assist in overseeing third-party service providers responsible for preparing a high volume of fiduciary income tax returns, including approximately 2,000 trust returns.
  • Direct activities within the Fiduciary Tax team to ensure timely and efficient review of fiduciary and foundation tax filings.
  • Conduct tax research and analyze issues related to trusts, estates, individuals, families, private foundations, and investments.
  • Identify and resolve complex tax matters and provide practical solutions to internal teams, clients, trustees, and advisors.
  • Review trust documents to understand fiduciary responsibilities, tax implications, and planning opportunities, including application of tax elections such as the 65-day election.
  • Respond to federal, state, and local tax notices and coordinate resolution with internal teams and external advisors.
  • Coordinate with outside tax advisors, trustees, and internal stakeholders to support accurate and timely tax compliance.
  • Understand client portfolios and the tax implications of various investment types, including income, gains, losses, and alternative investments.
  • Maintain and update tax documentation, policies, and procedures to support consistency and best practices.
  • Support process improvements and contribute to cross-functional and ad hoc tax projects.
  • Stay current on tax laws, regulations, and industry developments affecting fiduciary and private client tax matters.
  • Serve as a technical resource to internal teams on fiduciary tax, trust taxation, private foundation taxation, and investment taxation.
  • Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.

Qualifications
  • CPA required.
  • Minimum of 5-7 years of relevant tax experience, preferably in fiduciary, trust, family office, private client, or private foundation tax.
  • Bachelor's degree required; advanced degree or specialization in taxation preferred.
  • Management experience preferred, but not required.
  • Strong technical knowledge of fiduciary income tax, wealth transfer (estate, gift, and GST) taxation, private foundation taxation, and individual tax.
  • Experience reviewing fiduciary and/or private client tax returns and related filings.
  • Experience conducting tax research and analyzing complex tax issues.
  • Ability to review trust documents and identify tax and planning implications.
  • Knowledge of investment taxation and portfolio-related tax considerations.
  • Experience working with third-party tax providers and cross-functional teams.
  • Strong attention to detail, organization, and ability to manage multiple priorities.
  • Excellent communication skills with the ability to convey complex tax concepts clearly.
  • Proficiency in Excel and familiarity with tax software; experience with Atlas5 or OneSource is a plus.
  • Ability to work independently and collaboratively in a team environment.
  • Ability to work onsite in Baltimore or DC office location.

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
Salary: $115-150k base. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.

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