Senior Fiduciary Tax Liaison

Truist Financial
Atlanta, Raleigh
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 10+ yearsEducation: bachelorsSkills: ["Problem-solving","Decision-making","Organizational skills","Multi-tasking","Prioritizing"]

Coordinate fiduciary tax compliance and reporting between estate and charitable administrators, advisors, relationship managers, and outsourcing partners. Review estate, trust, and charitable tax returns prepared by external providers and resolve issues. Oversee withholding activities and reconciliations, review discrepancy and data analysis reports from trust accounting/tax systems, and support audits, regulatory reviews, risk management, and process improvement initiatives.

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FursaFursa
Truist Financial
Truist Financial
1 day ago

Senior Fiduciary Tax Liaison

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Last checked: 20 hours agoStatus: Live

Job Summary

Coordinate fiduciary tax compliance and reporting between estate and charitable administrators, advisors, relationship managers, and outsourcing partners. Review estate, trust, and charitable tax returns prepared by external providers and resolve issues. Oversee withholding activities and reconciliations, review discrepancy and data analysis reports from trust accounting/tax systems, and support audits, regulatory reviews, risk management, and process improvement initiatives.
Location: Atlanta, Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Coordinate estate and charitable administrators and outsourcing partners on tax compliance and reporting for estate and trust accounts.
  • •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.
  • •Maintain procedures and controls and support audits, regulatory reviews, risk management, and process improvement initiatives.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysPensionEquity

Key Requirements

  • •10+ years of estate tax and/or charitable-type return preparation experience.
  • •Ability to work in OneSource Trust Tax.
  • •Experience with trust taxation, information reporting, and withholding administration.
  • •Outstanding problem-solving and decision-making skills.
  • •Strong organizational, multi-tasking, and prioritizing skills.
Experience:10+ years
Education:Bachelor's in Accounting or related field
Skills:Problem-solvingDecision-makingOrganizational skillsMulti-taskingPrioritizing
Certifications:CPAEA
Languages:English
Tech Stack:OneSource Trust Tax

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn