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Fiduciary Tax Jobs (NOW HIRING)

Bangor Savings Bank

Fiduciary Tax Manager

Bangor, ME · On-site

$90 - $130/hr

The Fiduciary Tax Officer also serves as a subject matter expert and resource for internal staff and contributes to the strategic goals of the Bank.ACCOUNTABILITIES:Leadership:Serve as the primary ...

Bank of Montreal

Fiduciary Tax Administrator

Milwaukee, WI · On-site

$66K - $124K/yr

Wealth Sales & Service The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms 1041, 990 ...

BMO Capital Markets

Fiduciary Tax Administrator

Chicago, IL · On-site

$66K - $124K/yr

Wealth Sales & Service The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms 1041, 990 ...

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Fiduciary Tax information

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$19.5K

$58.4K

$116.5K

How much do fiduciary tax jobs pay per year?

As of Aug 10, 2026, the average yearly pay for fiduciary tax in the United States is $58,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $69,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working in fiduciary tax, and how can they be addressed?

Professionals in fiduciary tax often encounter challenges related to navigating complex tax laws and regulations for trusts, estates, and beneficiaries. Staying updated with frequent changes in tax codes and understanding the implications for various fiduciary entities can be demanding. Collaboration with attorneys, financial advisors, and clients is essential to ensure compliance and optimize tax outcomes. Leveraging specialized tax software and participating in ongoing professional education can help address these challenges and improve efficiency.

What is a fiduciary tax professional?

A fiduciary tax professional is an expert who specializes in preparing and filing tax returns for trusts, estates, and other fiduciary entities. Their role involves ensuring compliance with complex tax laws and regulations that apply to fiduciaries, such as executors, trustees, or personal representatives managing assets on behalf of others. They help clients minimize tax liabilities, file necessary forms like IRS Form 1041, and provide guidance on distributions, deductions, and recordkeeping requirements. This expertise is crucial for managing the financial affairs of a trust or estate efficiently and legally.

What are the key skills and qualifications needed to thrive as a fiduciary tax professional?

To excel as a Fiduciary Tax Professional, you need a strong understanding of tax laws, estate and trust accounting, and typically a CPA or Enrolled Agent credential. Familiarity with tax preparation software like CCH Axcess Tax, GoSystem Tax RS, and accounting systems is important. Exceptional attention to detail, analytical thinking, and clear communication are crucial soft skills for effectively managing complex client matters. These competencies ensure accurate tax filings, compliance, and the ability to provide valuable guidance to clients in sensitive financial situations.

What is the difference between Fiduciary Tax vs Tax Preparer?

AspectFiduciary TaxTax Preparer
CredentialsMay require CPA, EA, or fiduciary-specific certificationsGenerally requires PTIN, preparer credentials, but less specialized
Work EnvironmentHandles trust, estate, and fiduciary tax filings, often in financial or legal settingsPrepares individual, business, or estate tax returns in accounting or tax firms
Employer & IndustryFinancial institutions, law firms, estate planning firmsAccounting firms, tax preparation services, freelance work

Fiduciary Tax professionals focus on trust, estate, and fiduciary-related tax filings, often requiring specialized credentials. Tax Preparer roles involve preparing various tax returns, typically with less specialized certification. While both work in tax-related fields, Fiduciary Tax professionals handle complex fiduciary matters, whereas Tax Preparers serve a broader client base.

More about Fiduciary Tax jobs
What cities are hiring for Fiduciary Tax jobs? Cities with the most Fiduciary Tax job openings:
What states have the most Fiduciary Tax jobs? States with the most job openings for Fiduciary Tax jobs include:
What job categories do people searching Fiduciary Tax jobs look for? The top searched job categories for Fiduciary Tax jobs are:
Fiduciary Tax jobs near you
Infographic showing various Fiduciary Tax job openings in the United States as of August 2026, with employment types broken down into 46% Full Time, 6% Part Time, and 48% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $58,389 per year, or $28.1 per hour.

Fiduciary Tax Manager

Bangor Savings Bank

Bangor, ME • On-site

$90 - $130/hr

Other

Posted 5 days ago

Bangor Savings Bank rating

8.2

Company rating: 8.2 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Job Profile Summary: Under the direction of the Senior Fiduciary Officer, the Fiduciary Tax Officer is responsible for overseeing the tax-related aspects of fiduciary account administration, including trusts, estates, and other fiduciary relationships within Bangor Wealth Management, a division of Bangor Savings Bank. This role involves direct client interaction, technical tax analysis, preparation and review of fiduciary tax filings, and ensuring compliance with applicable tax laws and fiduciary standards. The Fiduciary Tax Officer also serves as a subject matter expert and resource for internal staff and contributes to the strategic goals of the Bank.ACCOUNTABILITIES:Leadership:Serve as the primary resource for fiduciary tax matters within the Wealth Management Group.Provide technical guidance on complex tax issues related to trusts, estates, and other fiduciary accounts.Collaborate with internal stakeholders to develop and implement efficient tax reporting and compliance processes.Assist in the preparation and presentation of tax-sensitive matters to the Trust Administrative Committee.Create written policies and procedures for tax-related tasks and work with other Wealth Management teammates to streamline procedures.Represent Bangor Wealth Management in professional and community settings across the state.Customer Management:Maintain and enhance client relationships through proactive communication and tax planning support.Coordinate the preparation, review, and timely filing of fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings.Oversee the preparation of 1099s for Bangor Wealth Management customers.Monitor and manage tax payments, estimated payments, and distributions to ensure tax efficiency and compliance.Support the administration of trust-owned real estate, including coordination of property tax payments and insurance.New Client Acquisition:Partner with Relationship Managers and internal teams to deliver comprehensive fiduciary and tax solutions to clients.Participate in client onboarding and account reviews with a focus on tax implications and planning opportunities.Compliance and Control:Ensure compliance with federal and state tax laws, fiduciary standards, and internal policies.Conduct periodic reviews of fiduciary accounts to identify and mitigate tax-related risks.Stay current on changes in tax legislation and regulatory guidance affecting fiduciary accounts.General:Foster a collaborative and professional work environment aligned with the Bank’s values and goals.Maintain punctuality and adhere to attendance standards as outlined in the Employee Handbook.Perform additional duties as requested.Knowledge/Skills/Experience:BA/BS in Accounting, Finance, Law, or related field; CPA, JD, or LLM in Taxation preferred.CTFA or equivalent fiduciary designation is desirable.Minimum 5 years of experience in fiduciary tax, trust administration, or estate planning.Strong knowledge of fiduciary income taxation, estate and gift tax, and relevant IRS forms and procedures.Excellent interpersonal, written, and verbal communication skills.Ability to interpret legal documents and apply tax law in a fiduciary context.Proficient in Microsoft Office Suite; experience with fiduciary tax software is a plus.Valid driver’s license and ability to travel within the state as needed.Physical Demands/Conditions Requirements:General office environment.Moderate lifting (up to 35 lbs.), reaching, walking, sitting, and standing required.Equipment Used:General office equipment.External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis. #J-18808-Ljbffr

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