Fiduciary Tax Manager

Waukesha State Bank•Waukesha, WI

7d•Onsite

About The Position

Prairie Trust®, a division of Waukesha State Bank, is seeking an experienced Fiduciary Tax Manager to oversee all aspects of fiduciary tax compliance for our trust and wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns. Serving as a subject matter expert, the Fiduciary Tax Manager will consult with clients and attorneys on complex estates and administrative trusts, provide tax planning guidance, support estate administration matters, and collaborate with internal teams and external partners to deliver exceptional service. The ideal candidate brings at least five years of experience in fiduciary, estate, and gift taxation within a trust department, accounting firm, or law firm, along with strong technical, research, and communication skills. A CPA, MST, or JD is a plus. If you enjoy working independently, improving processes, mentoring others, and building trusted relationships in a community bank environment, this is an opportunity to make a meaningful impact at Prairie Trust. Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen. EOE Disability/Vet

Requirements

At least five years of experience in fiduciary, estate, and gift taxation within a trust department, accounting firm, or law firm
Strong technical, research, and communication skills