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Truist Senior Fiduciary Tax Liaison - Remote in Raleigh, North Carolina

Req ID: R0044227

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:


The primary function of the Senior Fiduciary Tax Liaison is to coordinate between estate and charitable administrators and outsourcing partners in regards to all aspects of tax compliance and reporting for agency, investment management, custodial, estate and trust accounts.


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Reviews estate, individual, generation skipping, and trust returns prepared by vendor(s) for executor account relationships

  2. Reviews tax information/returns prepared by tax vendor and guides vendor for any and all necessary corrections

  3. Advises and assists estate administration teammates on tax planning issues

  4. Reviews foundation and unitrust returns prepared by vendor

  5. Calculates RMD for foundations and payouts on unitrusts

  6. Reviews discrepancy and data analysis reports generated from the trust accounting system and the tax system

  7. Handles special projects as assigned

  8. Addresses questions from administrators, investment advisors, relationship managers, and clients


The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Qualifications:

  1. 10+ years of estate tax and/or charitable and fiduciary tax experience

  2. Ability to work in OneSource Trust Tax

  3. Ability to work in SEI 3000

  4. Estate, Trust, Unitrust, Foundation, Individual and information reporting experience

  5. Excel experience including pivot tables and V-lookups

  6. Outstanding problem solving and decision-making skills

  7. Strong organizational, multi-tasking and prioritizing skills

Preferred Qualifications:

  1. CPA/EA certification

  2. Bachelor's Degree in Accounting or related field

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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