Fiduciary Tax Manager

Fiduciary Tax Senior Manager

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Wimington DE office (Hybrid)

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Competitive Base Salary + Bonus + Excellent Benefits

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Sophisticated Tax Work. Trusted Client Relationships. Long-Term Career Growth.

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MacKai West is partnered with a highly respected financial institution seeking an experienced Fiduciary Tax Manager to join its Wealth Management team.

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This is an outstanding opportunity for a tax professional who enjoys working with high-net-worth families, trusts, and estates while serving as a trusted advisor alongside wealth managers, trust officers, attorneys, and financial planners.

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Unlike traditional public accounting roles, this position offers the opportunity to work on complex fiduciary tax matters while enjoying a predictable schedule, exceptional work-life balance, and the resources of a well-established banking organization.

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Why This Opportunity Stands Out

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• Meaningful work advising high-net-worth families and fiduciary clients
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• Excellent work-life balance with hybrid flexibility
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• Competitive compensation and bonus
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• Collaborative, relationship-driven culture
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• Exposure to sophisticated trust and estate planning
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• Opportunity to partner directly with Wealth Management leadership
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• Stable, long-term career path within a respected financial institution
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The Role

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The Fiduciary Tax Manager will oversee the preparation, review, and coordination of fiduciary tax matters for a diverse portfolio of trusts, estates, and high-net-worth client relationships.

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This individual will work closely with Trust Officers, Wealth Advisors, Investment Professionals, attorneys, and external CPAs to ensure accurate tax reporting while identifying planning opportunities that add value to clients.

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The ideal candidate enjoys combining technical tax expertise with client service and relationship management.

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Key Responsibilities

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• Review and oversee preparation of federal and state fiduciary income tax returns (Form 1041)
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• Manage tax compliance for trusts, estates, and fiduciary accounts
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• Partner with Trust Officers and Wealth Advisors to support client relationships
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• Identify fiduciary, trust, and estate tax planning opportunities
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• Coordinate with attorneys, external CPAs, and financial advisors
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• Review tax projections and estimated tax payments
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• Interpret changes in tax legislation impacting fiduciary clients
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• Assist with tax planning for distributions, charitable giving, and estate administration
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• Mentor junior tax professionals and contribute to process improvements
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• Ensure compliance with internal policies and regulatory requirements
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What They're Looking For

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• Public accounting, trust company, bank, or family office tax experience
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• Strong background in fiduciary taxation and trust & estate administration
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• Experience preparing or reviewing Form 1041 returns
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• Knowledge of estate, gift, and fiduciary income tax principles
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• CPA preferred (or CPA-track)
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• Strong communication and relationship management skills
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• Ability to collaborate with multiple internal and external stakeholders
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Who Will Thrive Here

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This opportunity is ideal for someone who enjoys complex tax work but is looking for a career outside the traditional public accounting model. If you want to continue working with sophisticated fiduciary clients while gaining greater work-life balance, stronger collaboration, and a long-term leadership path, this role offers the best of both worlds.

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The Culture

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This organization has built a reputation for putting both clients and employees first. The Wealth Management team values professionalism, collaboration, and thoughtful client service, creating an environment where people are encouraged to build lasting careers.

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Leadership is approachable, teamwork is genuinely valued, and professionals are trusted to take ownership of their work while maintaining a healthy balance between career and personal life.

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• I think this will resonate with experienced fiduciary tax professionals because it emphasizes what often motivates them: interesting trust and estate work, high-net-worth client exposure, and a more sustainable lifestyle than many public accounting firms can offer. It positions the banking environment as an upgrade rather than simply a different employer.
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