What are the responsibilities and job description for the Tax Manager - Fiduciary Tax position at Rosemore Capital Strategies LLC?
About the Role
We’re seeking an experienced Tax Manager to lead fiduciary tax compliance within a collaborative client-office environment. This role supports the complex, long-term needs of the clients we serve and partners closely with our corporate and individual tax teams to deliver a coordinated, cross-functional approach to tax compliance across trusts, individuals, and closely held entities.
As part of a small, experienced tax team, this position focuses on delivering thoughtful, accurate, and well-coordinated fiduciary tax compliance. It is an excellent opportunity for professionals from public accounting or private wealth who want to apply strong technical expertise at a more sustainable pace—one that values thoughtful work, continuity, balance, and discretion while supporting sophisticated planning and long-term stewardship for multigenerational clients.
Key Responsibilities
- Lead the preparation, review, and oversight of fiduciary income tax returns, including complex trusts
- Partner closely with other professionals to support an integrated, client-centric approach to tax compliance and planning
- Monitor deadlines, estimates, and filings while maintaining high standards of accuracy and documentation
- Research and analyze fiduciary tax issues and clearly document conclusions for internal and external use
- Coordinate with outside accounting firms, advisors, and other professional partners as appropriate
- Contribute to process improvements and best practices within the client office tax function
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field; advanced tax degree a plus
- CPA preferred
- 5 years of fiduciary tax experience (trusts, estates, and individual income tax compliance), ideally in public accounting or private wealth
- Strong attention to detail, sound judgment, and reliable follow-through
- Professional presence and a demonstrated commitment to confidentiality and discretion
Why This Role
- Join a stable, relationship-driven client office where long-term stewardship and trusted partnerships are the standard
- Step into a highly visible role on a small, experienced tax leadership team—with access to decision-makers and the ability to influence how work gets done
- Own fiduciary taxation from day one, with a clear runway to broaden into the full client-office ecosystem (estate planning, investments, trust accounting/administration, and relationship management)
- Tackle sophisticated structures in an environment built for sustainable pacing—high standards without constant fire drills
- Enjoy a collegial, collaborative culture with a flexible hybrid schedule and a strong commitment to technology-enabled continuous improvement