
The Fiduciary Tax Accountant role supports the Estate & Probate Administration Manager within the Wealth Management Group, serving high-net-worth family office clients. Key responsibilities include preparing and reviewing complex estate, gift, and fiduciary income tax returns, analyzing trust documents for tax implications, and collaborating with attorneys to develop tax-efficient wealth transfer strategies. The position also involves managing audit correspondence, monitoring regulatory changes, and ensuring compliance with federal and state tax laws. This opportunity appeals to professionals seeking to work with sophisticated estate structures in a collaborative environment. The role requires a CPA, JD, or Enrolled Agent with extensive experience in fiduciary taxation and offers a chance to contribute to strategic planning for significant client portfolios.














