Fifth Third Bancorp

4 weeks ago

Trust Tax Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Lead the Trust Tax team by directing tax return preparation and client service for complex fiduciary, charitable, split-interest, IRA, and individual tax matters. Oversee high-volume federal and state trust tax filings (5,000–10,000 returns per team), review complex documents and work, and ensure timely, accurate compliance with IRS and state rules. Serve as a technical resource, mentor staff, manage risk controls, and partner with IT and external software vendors to support tax systems such as OneSource and Ultra Tax.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Manager level

Key Responsibilities

•Direct and supervise preparation of 5,000–10,000 federal and state fiduciary, charitable, split interest, IRA, individual, and other tax returns.
•Review complex trust documents, wills, and account closing requests to ensure accurate taxation.
•Ensure timely and accurate processing of tax returns, tax payments, and estimated tax filings.
•Develop and implement best practices to maintain compliance with IRS/state tax rules and internal processing procedures.
•Provide advanced technical guidance to Trust Officers, clients, attorneys, and accountants; mentor and train team members and coordinate with IT and external software vendors on tax software integrations.

Key Requirements

•Bachelor's degree and 10–15 years of fiduciary tax experience.
•Ability to advance advanced leadership and mentoring skills, including relationship management.
•Advanced tax research and analysis of fiduciary, charitable, individual, and related tax laws with recommendations to management and clients.
•Proficiency with Microsoft Office and knowledge of trust accounting systems and tax software.
•Preferred: MBA, CPA, or Enrolled Agent; graduate degree preferred.

Experience:10-15 years

Education:Bachelor's

Skills:LeadershipMentoringCommunicationIndependent decision makingRisk management

Certifications:CPAEnrolled Agent

Tech Stack:Microsoft OfficeOneSourceUltra TaxRIA Online Research

Company Brief

Fifth Third Bancorp

Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.

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: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

4 weeks ago

Trust Tax Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Manager level

Key Responsibilities

•Direct and supervise preparation of 5,000–10,000 federal and state fiduciary, charitable, split interest, IRA, individual, and other tax returns.
•Review complex trust documents, wills, and account closing requests to ensure accurate taxation.
•Ensure timely and accurate processing of tax returns, tax payments, and estimated tax filings.
•Develop and implement best practices to maintain compliance with IRS/state tax rules and internal processing procedures.
•Provide advanced technical guidance to Trust Officers, clients, attorneys, and accountants; mentor and train team members and coordinate with IT and external software vendors on tax software integrations.

Key Requirements

•Bachelor's degree and 10–15 years of fiduciary tax experience.
•Ability to advance advanced leadership and mentoring skills, including relationship management.
•Advanced tax research and analysis of fiduciary, charitable, individual, and related tax laws with recommendations to management and clients.
•Proficiency with Microsoft Office and knowledge of trust accounting systems and tax software.
•Preferred: MBA, CPA, or Enrolled Agent; graduate degree preferred.

Experience:10-15 years

Education:Bachelor's

Skills:LeadershipMentoringCommunicationIndependent decision makingRisk management

Certifications:CPAEnrolled Agent

Tech Stack:Microsoft OfficeOneSourceUltra TaxRIA Online Research

Company Brief

Fifth Third Bancorp

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: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor