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Fiduciary Tax Jobs (NOW HIRING)

Fairygodboss

Senior Fiduciary Tax Manager

Wilmington, DE · On-site

$150 - $170/hr

As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal trust accounts, driving high-impact outcomes across tax operations, compliance, and process optimization.

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 ...

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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 Jul 28, 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, and why are they important?

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 July 2026, with employment types broken down into 1% Locum Tenens, 2% Internship, 82% Full Time, 14% Part Time, and 1% Contract. Highlights an 72% Physical, 9% Hybrid, and 19% Remote job distribution, with an average salary of $58,389 per year, or $28.1 per hour.
Fiduciary Tax Advisor

Fiduciary Tax Advisor

Glenmede Trust Co

Philadelphia, PA • On-site

Full-time

Medical, Retirement, PTO

Posted 9 days ago

Job description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 1 day per week in the office, or up to 3 days as needed (Philadelphia, PA).

OVERVIEW:

The primary function of a Fiduciary Tax Advisor is to support the Outsourced tax preparation of trust tax returns, review trust tax returns and provide other information to serve Glenmede’s clients. This position will have responsibility for reviewing tax returns for numerous trust entities and providing fiduciary tax advice.

RESPONSIBILITIES:

Fiduciary Tax Review. Review Federal and state fiduciary income tax returns. Respond to inquiries from internal colleagues and Outsource provider. Assist with trust document review and determination of fiduciary income tax filing requirements. Responsible for review and adjustments to reporting of investment account transactions throughout the year, including additions, distributions, and complex investment activity. Monitor changes in laws for trust entities, communicating those changes within Glenmede and externally.

Client Service. Provide timely and proactive planning advice both orally and in writing, including year-end and 65 Day election planning, tax estimate calculations and planning; respond to client inquiries and questions in timely and clear manner. Respond to tax authority notices on behalf of trust entities.

Firm Building. Develop a strong knowledge of Tax functions, policies, procedures, and best practices. Participate in special projects and identify process improvements. Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree required.
  • Three to five years’ experience of specific experience in the taxation and reporting of trusts.

PREFERRED QUALIFICATIONS:

  • CPA or EA preferred.
  • Ability to clearly explain complex tax concepts orally and in writing.
  • Excellent knowledge of Excel and ability to learn new computer software quickly.
  • Ability to effectively prioritize and manage competing demands in a fast-paced, time-sensitive environment.
  • Strong interpersonal skills with the ability to engage thoughtfully and effectively with high-net-worth clients, trustees, intermediaries, and colleagues.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

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