HSBC

1 month ago

Senior Fiduciary Tax Manager, Private Banking - Trust & Fiduciary Services / Personal Trust (New York, NY, US, 10001)

✓ Verified Job

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Last checked: 2 hours agoStatus: Live

Job Summary

Senior fiduciary tax leader responsible for end-to-end fiduciary tax compliance across trusts, estates, charities and related vehicles in a private banking Trust & Fiduciary Services setting. Will oversee returns, data quality, cross-border reporting, and provide practical tax guidance to Trust Management and Operations, ensuring governance and timely filings for high-net-worth clients.

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Sr. Manager level

Key Responsibilities

•Own fiduciary tax compliance calendar and deliver end-to-end filings (returns, elections, payments and reporting) across relevant jurisdictions
•Oversee preparation, review and submission of fiduciary tax returns for trusts, estates, charities and related vehicles; validate key positions, assumptions and classifications
•Ensure accurate tax data inputs (income, distributions, expenses, withholding, residency and entity classifications) and resolve data quality issues
•Provide practical tax guidance to Trust & Investment Management and Trust Operations on planned transactions, trust accounting entries and account openings/closures
•Manage US and cross-border fiduciary reporting requirements, including FBAR and foreign disclosure filings (e.g., Forms 3520/3520-A and related documentation)

Key Requirements

•Progressive fiduciary tax or public accounting experience with demonstrable fiduciary tax compliance delivery
•Strong knowledge of US Federal and state taxation for trusts, estates, charities and individuals; solid understanding of fiduciary structures and the compliance lifecycle
•CPA (or equivalent professional qualification) required
•Bachelor’s degree in Accounting, Finance or related field (or equivalent experience) required
•Technical proficiency with key forms/regimes: 1041, 990-PF, 3520/3520-A, 5472, 9958, 8865, 1065, plus CFC (5471) and PFIC (8621) compliance

Experience:Private bankingFiduciary taxTrustsEstatesCross-border taxation

Education:Bachelor's

Skills:CommunicationProblem-solvingAnalyticalTax researchVerbal and written communication

Certifications:CPA

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

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: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

1 month ago

Senior Fiduciary Tax Manager, Private Banking - Trust & Fiduciary Services / Personal Trust (New York, NY, US, 10001)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Sr. Manager level

Key Responsibilities

•Own fiduciary tax compliance calendar and deliver end-to-end filings (returns, elections, payments and reporting) across relevant jurisdictions
•Oversee preparation, review and submission of fiduciary tax returns for trusts, estates, charities and related vehicles; validate key positions, assumptions and classifications
•Ensure accurate tax data inputs (income, distributions, expenses, withholding, residency and entity classifications) and resolve data quality issues
•Provide practical tax guidance to Trust & Investment Management and Trust Operations on planned transactions, trust accounting entries and account openings/closures
•Manage US and cross-border fiduciary reporting requirements, including FBAR and foreign disclosure filings (e.g., Forms 3520/3520-A and related documentation)

Key Requirements

•Progressive fiduciary tax or public accounting experience with demonstrable fiduciary tax compliance delivery
•Strong knowledge of US Federal and state taxation for trusts, estates, charities and individuals; solid understanding of fiduciary structures and the compliance lifecycle
•CPA (or equivalent professional qualification) required
•Bachelor’s degree in Accounting, Finance or related field (or equivalent experience) required
•Technical proficiency with key forms/regimes: 1041, 990-PF, 3520/3520-A, 5472, 9958, 8865, 1065, plus CFC (5471) and PFIC (8621) compliance

Experience:Private bankingFiduciary taxTrustsEstatesCross-border taxation

Education:Bachelor's

Skills:CommunicationProblem-solvingAnalyticalTax researchVerbal and written communication

Certifications:CPA

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC

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: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn