Trusts and Estates Tax Operations Vice President

Trusts and Estates Tax Operations Vice President

Newark, DE, United States and 1 more

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Job Information

Job Identification

210773289

Job Category

Client Tax

Business Unit

Asset & Wealth Management

Posting Date

08/05/2026, 12:44 PM

Locations

500 Stanton Christiana Rd, Newark, DE, 19713, US

10 S Dearborn St, Chicago, IL, 60603, US

Job Schedule

Full time

Job Shift

Day

Base Pay/Salary

Chicago,IL $95,500.00-$153,000.00

Job Description

Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team!

As a Trusts and Estates Tax Operations Vice President within the global Trusts and Estates team, you will be part of the Tax Technical and Advisory team that supports global team of professionals across the global Trusts and Estates practice. You will partner closely with internal teams and the firm’s third-party accounting and tax preparation firms to review and set tax policies, opine on complex planning and compliance scenarios and assess the impact of changing domestic and foreign tax compliance regulations.

You will be crucial in supporting the US Private Bank by ensuring the timely and accurate completion of Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting as well as multi-jurisdictional tax filings. You will have demonstrated technical expertise in CRS and FATCA compliance tax form validation and tax filing obligations for non-US trusts and estates. You will also have an aptitude for streamlining and automating existing processes using LLM and other tools.

Job responsibilities

Serve as a subject matter expert for Automatic Exchange of Information (AEO) and fiduciary tax matters

Support global trust teams on tax matters including but not limited to CRS, FATCA, Economic Substance Reporting, Beneficial Ownership Reporting, International Tax obligations and Non-US Tax Reporting

Prepare and present substantive tax training to the Trusts and Estates practice

Partner with team members to review and support preparation of various tax forms for several non-US jurisdictions

Review governing documents to ensure tax attributes are correct

Identify and execute on automation opportunities

Manage CRS Tax Profile Process: Oversee the creation, maintenance, and validation of CRS Tax Profiles, ensuring compliance and CRS and FATCA regulations

Lead CRS Indicia Cure Process: Direct the CRS Indicia Cure process, including the management of CRS Indicia tickets, ensuring timely resolution and compliance with regulatory requirements

Enhance Tax Compliance Procedures: Identify opportunities for process improvements and lead transformation projects to enhance tax compliance procedures, including the implementation of new systems and workflows

Monitor Regulatory Changes: Stay informed of changes in AEOI and International Tax regulations, updating procedures and systems as necessary to maintain compliance

Required qualifications, capabilities, and skills

7+ years of relevant tax experience at a Big 4 public accounting firm, law firm or corporate fiduciary

Background in tax or accounting (including experience providing tax technical insight in an operational environment)

Direct experience supporting AEOI Information Reporting

Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification

Deep understanding of international tax filings and regulatory change management

Experience with US tax reporting for foreign trusts

Superior written and verbal communication skills with an ability to recognize audience and effectively communicate with junior associates and senior leaders with the ability to articulate process improvement experience clearly (ideas, concepts, and procedural changes)

Excellent organizational skills with the ability to manage multiple tasks and reprioritize daily as new deliverables arise

Proficiency in MS Office Suite with ability and willingness to learn and adapt to new technology, systems and processes

Willingness to work beyond core business hours as needed, especially during peak seasons

Demonstrable risk awareness and operational control experience within financial services

Preferred qualifications, capabilities, and skills

Experience in operations and product support is highly preferred

• 7+ years tax experience at Big 4, law firm, or corporate fiduciary with tax or accounting background
• Direct experience with AEOI Information Reporting, CRS, FATCA, and US tax reporting for foreign trusts
• Strong communication, organizational skills, proficiency in MS Office, and risk awareness in financial services