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Fiduciary Manager Jobs in Reston, VA (NOW HIRING)

Tax Manager

Rockville, MD · Hybrid

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Bethesda, MD · On-site

$95K - $150K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · On-site

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · On-site

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · Hybrid

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · On-site

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · On-site

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · Hybrid

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · On-site

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · On-site

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · On-site

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · On-site

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · On-site

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · Hybrid

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Tax Manager

Rockville, MD · Hybrid

$95K - $160K/yr

As a Manager, you will have a unique opportunity to collaborate with a growing team of ... Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax ...

Showing results 41-60

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:

$95K - $160K/yr

Full-time

Medical, Retirement

Re-posted 9 days ago


Job description

Description

Due to continuing growth, we are seeking a Tax Manager to join our team. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. As a Manager, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals.


** Please note that this role will be based in our office located in Rockville, MD. **


Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.


What you will do:

  • Coach/Mentor staff to assist with enhancing their skills and further developing their career
  • Manage office workflow and procedures
  • Lead client engagement and become relationship owner
  • Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns
  • Provide advisory services to clients related to tax, finance & business practices
  • Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies

What we look for:

  • 6+ years of experience preparing and reviewing individual, corporate, partnership and estate tax returns
  • BA or higher degree in accounting
  • CPA / EA required
  • Prior team management experience a major plus

What we offer:

  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education

The expected salary range for this role is $95,000 - $160,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations.


Applications will be accepted until the position is filled.