Relationship Manager - Trust Tax
About The Position
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024. Rockefeller Capital Management is seeking a proactive, seasoned tax professional to join as a Relationship Manager on our Trust Tax Team. The tax compliance work (return preparation) is done by an outside provider. The Relationship Manager will be accountable for timely delivery of all tax-related deliverables (including form 1041) to the Rockefeller Trust Company Trust Officer, Trustees, Beneficiaries, Financial Advisors or other related parties. The ideal candidate will bring technical expertise in trust taxation, strong communication and project management skills, and a commitment to delivering exceptional client service.
Requirements
- Minimum of 7 years of experience in fiduciary tax, with a focus on Form 1041 preparation and review.
- Strong understanding of trust structures, estate planning concepts, and fiduciary accounting.
- Proven project management experience
- Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting.
- Excellent communication skills and ability to collaborate across departments.
- Detailed knowledge of the Thomson Reuters OneSource Trust Tax platform
Nice To Haves
- CPA designation preferred.
Responsibilities
- Proactively manage all tax related matters for 750 trusts in close partnership with the outside tax preparer, Trust Officers, Financial Advisors
- Serve as escalation point for outside tax preparer to resolve any situations preventing timely delivery of any tax related deliverables such as returns, estimated tax payments, etc.
- Collaborate with Trust Officers, Financial Advisors, and external tax counsel to ensure tax strategies align with client goals.
- Coordination with Trust Officers, Financial Advisors, and external tax counsel to proactively gather, validate, and deliver all necessary data (e.g., third party 1099s, alternative investment Schedule K-1s, etc.).
- Maintain up-to-date knowledge of federal and state fiduciary tax regulations and communicate relevant changes to internal stakeholders.
- Develop and implement comprehensive internal processes for key procedures, (e.g., trust terminations) ensuring compliance with regulatory standards and organizational policies.
- Experience with trust accounting systems and briging to ONESOURCE Trust Tax software, ideally experience working with Fi-Tech systems.
- Experience with ONESOURCE Trust Tax software.
- Facilitation of high-volume quarterly payment processes.
Benefits
- Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, ,retirement plan, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
