Senior Fiduciary Tax Liaison
$71K - $88K/yr
Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients. * Oversee IRA, NRA, backup, federal, and state withholding activities, including ...
Senior Fiduciary Tax Liaison
$71K - $88K/yr
Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients. * Oversee IRA, NRA, backup, federal, and state withholding activities, including ...
Senior Fiduciary Tax Liaison
Atlanta, GA · On-site
$78K - $97K/yr
Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients. * Oversee IRA, NRA, backup, federal, and state withholding activities, including ...
Senior Fiduciary Tax Liaison
Atlanta, GA · On-site
$78K - $97K/yr
Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients. * Oversee IRA, NRA, backup, federal, and state withholding activities, including ...
Senior Fiduciary Tax Liaison
$78K - $97K/yr
Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients. * Oversee IRA, NRA, backup, federal, and state withholding activities, including ...
Senior Fiduciary Tax Liaison
$78K - $97K/yr
Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients. * Oversee IRA, NRA, backup, federal, and state withholding activities, including ...
Senior Fiduciary Tax Liaison
$79K - $98K/yr
Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients. * Oversee IRA, NRA, backup, federal, and state withholding activities, including ...
Senior Fiduciary Tax Liaison
$79K - $98K/yr
Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients. * Oversee IRA, NRA, backup, federal, and state withholding activities, including ...
We are looking for an experienced [Tax Senior - Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including ...
Quick apply
We are looking for an experienced [Tax Senior - Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including ...
We are looking for an experienced [Tax Senior Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including ...
Quick apply
We are looking for an experienced [Tax Senior Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including ...
We are looking for an experienced [Tax Senior Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including ...
Quick apply
We are looking for an experienced [Tax Senior Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including ...
We are looking for an experienced [Tax Senior - Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including ...
Quick apply
We are looking for an experienced [Tax Senior - Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including ...
Fiduciary Accounting and Reporting Analyst
Ithaca, NY · On-site
$27.50/hr
Fiduciary Tax Reporting and Compliance Excellence - Ensure accurate and timely preparation of fiduciary tax reporting, including informational returns and withholding reconciliation, in compliance ...
Fiduciary Accounting and Reporting Analyst
Ithaca, NY · On-site
$27.50/hr
Fiduciary Tax Reporting and Compliance Excellence - Ensure accurate and timely preparation of fiduciary tax reporting, including informational returns and withholding reconciliation, in compliance ...
Tax & IRA Coordinator
Evansville, IN · On-site
$51K - $101K/yr
Coordinate fiduciary tax preparation activities by compiling, validating, and distributing required account information to external tax preparers. * Maintain tracking and oversight of fiduciary tax ...
Tax & IRA Coordinator
Evansville, IN · On-site
$51K - $101K/yr
Coordinate fiduciary tax preparation activities by compiling, validating, and distributing required account information to external tax preparers. * Maintain tracking and oversight of fiduciary tax ...
We are increasing our in-house tax HNW Individual and Fiduciary tax function due to heavy client demand. Seeking both a tax senior and a tax manager to prepare/review tax returns, perform tax ...
Quick apply
We are increasing our in-house tax HNW Individual and Fiduciary tax function due to heavy client demand. Seeking both a tax senior and a tax manager to prepare/review tax returns, perform tax ...
Tax & IRA Coordinator
Evansville, IN · On-site
$51K - $101K/yr
Coordinate fiduciary tax preparation activities by compiling, validating, and distributing required account information to external tax preparers. * Maintain tracking and oversight of fiduciary tax ...
Tax & IRA Coordinator
Evansville, IN · On-site
$51K - $101K/yr
Coordinate fiduciary tax preparation activities by compiling, validating, and distributing required account information to external tax preparers. * Maintain tracking and oversight of fiduciary tax ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters. * Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters. * Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal ...
Tax & IRA Coordinator
Evansville, IN · On-site
$51K - $101K/yr
Key Accountabilities Fiduciary Tax Administration Coordinate fiduciary tax preparation activities by compiling, validating, and distributing required account information to external tax preparers.
Tax & IRA Coordinator
Evansville, IN · On-site
$51K - $101K/yr
Key Accountabilities Fiduciary Tax Administration Coordinate fiduciary tax preparation activities by compiling, validating, and distributing required account information to external tax preparers.
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters. * Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters. * Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal ...
Tax Management Associate
Philadelphia, PA · On-site
$55K - $74K/yr
The primary function of the Management Associate is to assist and support the Tax Director and Fiduciary Tax Manager with daily management of the Fiduciary Tax Outsource engagement, tax and account ...
Tax Management Associate
Philadelphia, PA · On-site
$55K - $74K/yr
The primary function of the Management Associate is to assist and support the Tax Director and Fiduciary Tax Manager with daily management of the Fiduciary Tax Outsource engagement, tax and account ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters. * Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters. * Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters. * Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters. * Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal ...
Trust Tax Accountant
Boston, MA · Remote
Exposure to complex fiduciary tax matters * Excellent compensation and benefits package Responsibilities * The Trust Tax Accountant will prepare and review a high volume of fiduciary and trust tax ...
New
Trust Tax Accountant
Boston, MA · Remote
Exposure to complex fiduciary tax matters * Excellent compensation and benefits package Responsibilities * The Trust Tax Accountant will prepare and review a high volume of fiduciary and trust tax ...
New
Trust Tax Coordinator
Seattle, WA · On-site
$20.50 - $27.50/hr
You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: * Highly organized * Comfortable with forms ...
Quick apply
Trust Tax Coordinator
Seattle, WA · On-site
$20.50 - $27.50/hr
You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: * Highly organized * Comfortable with forms ...
Fiduciary Tax information
See salary details
$19.5K - $28.3K
5% of jobs
$36.1K is the 25th percentile. Wages below this are outliers.
$28.3K - $37.1K
22% of jobs
$37.1K - $46K
18% of jobs
The median wage is $50.4K / yr.
$46K - $54.8K
9% of jobs
$54.8K - $63.6K
14% of jobs
$67.4K is the 75th percentile. Wages above this are outliers.
$63.6K - $72.4K
16% of jobs
$72.4K - $81.2K
6% of jobs
$81.2K - $90K
3% of jobs
$90K - $98.9K
2% of jobs
$98.9K - $107.7K
2% of jobs
$107.7K - $116.5K
2% of jobs
$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?
| Aspect | Fiduciary Tax | Tax Preparer |
|---|---|---|
| Credentials | May require CPA, EA, or fiduciary-specific certifications | Generally requires PTIN, preparer credentials, but less specialized |
| Work Environment | Handles trust, estate, and fiduciary tax filings, often in financial or legal settings | Prepares individual, business, or estate tax returns in accounting or tax firms |
| Employer & Industry | Financial institutions, law firms, estate planning firms | Accounting 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:
$71K - $88K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 6 days ago
Truist rating
7.9
Based on 117 frontline employees who took The Breakroom Quiz
79th of 170 rated banks
Job description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:The primary function of the Senior Fiduciary Tax Liaison - Estate and Charitable is to coordinate between estate and charitable administrators and outsourcing partners regarding all aspects of tax compliance and reporting for agency, investment management, custodial, estate and trust accounts.ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Review estate, trust, charitable, and related tax returns prepared by external tax providers and resolve tax issues.
- Provide fiduciary tax guidance and support to administrators, advisors, relationship managers, and clients.
- Oversee IRA, NRA, backup, federal, and state withholding activities, including reconciliations, exception resolution, and regulatory reporting.
- Review discrepancy and data analysis reports generated from the trust accounting system and/or tax system and coordinate corrective action.
- Maintain procedures and controls and support audits, regulatory reviews, and risk management activities.
- Lead process improvement initiatives and special projects as assigned.
QUALIFICATIONS
Required Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. 10+ years of estate tax and/or charitable type return preparation experience.
2. Ability to work in OneSource Trust Tax.
3. Experience with trust taxation, information reporting, and withholding administration.
4. Outstanding problem solving and decision-making skills.
5. Strong organizational, multi-tasking and prioritizing skills.
Preferred Qualifications:
1. Bachelor's Degree in Accounting or related field
2. CPA/EA certification
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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About Truist
Sourced by ZipRecruiter
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
2019