VP, Fiduciary Tax Manager
LPL Financial(1 month ago)
HybridFull TimeManager$120,819 - $201,365Finance
Apply NowAbout this role
The VP, Fiduciary Tax Manager at LPL Financial oversees fiduciary and tax reporting responsibilities within The Private Trust Company. This senior leadership role requires expertise in trust tax return preparation and collaboration with advisors, beneficiaries, and internal stakeholders to ensure compliance with fiduciary standards.
Required Skills
- Tax Reporting
- Fiduciary Administration
- Vendor Management
- Process Improvement
Qualifications
- 10+ Years Experience
- Leadership Role
- Knowledge of Taxation
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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