Piper Companies is seeking a full-time Tax Officer for an established financial services company. This is a perm/FTE roleand is hybrid (3 days onsite per week) in Wilmington, DE.
- Gather and manage high volumes of financial documents and tax forms through both internal systems and third-party platforms.
- Serve as a key point of contact between trust administration staff and external tax professionals, coordinating timely and accurate tax-related communications.
- Respond to inquiries and correspondence from the IRS and state tax authorities, conducting research and ensuring appropriate follow-up.
- Support the Fiduciary Tax Director in configuring new trust accounts to ensure proper tax setup and compliance.
- Oversee the review, organization, and timely filing of fiduciary income tax returns, including Forms 1041, 990/990PF, and 5227, prepared by external vendors.
- Collaborate with trust officers, operations teams, and tax preparers to resolve discrepancies and ensure accurate transaction reporting and account coding.
- Maintain clear, organized records and contribute to process improvements within the tax function.
- Participate in client and beneficiary meetings as needed to provide tax-related insights or support.
- Assist with special projects and data reviews related to fiduciary tax procedures.
- Bachelor�s degree in Accounting, Finance, or related field preferred.
- Familiarity with fiduciary income tax returns and relevant IRS/state regulations.
- Ability to manage multiple priorities and work effectively with both internal teams and external partners.
- Proficient in using web-based platforms and document management systems.
- Experience in a trust, estate, or wealth management environment is a plus.
- Annual Salary: $80,000 - $110,000 depending on experience
- Comprehensive Benefits: Medical, Dental, Vision, 401K, PTO, vacation, sick leave as required by law
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Salary
USD 80,000 - 110,000 /yearly
Yearly based
Location
DE , United States Wilmington, DE, United States
Job Overview
Location
DE , United States Wilmington, DE, United States
