Senior Trust Tax Strategy Leader

Posted 2 days ago

lewis james professionalWilmington (DE)

SENIORITY

Manager

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About the role

Lewis James Professional is seeking a Senior Trust Tax Manager to lead the tax function for a financial services client. The role requires presenting expertise in trust taxation, regulatory compliance, and cross‑functional collaboration with Trust Officers and Financial Advisors. Ideal candidates possess a CPA/EA/JD, 10+ years of tax experience, and familiarity with Delaware trust taxation and FATCA standards. This is a senior, consultative role with leadership responsibilities.

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