Senior Fiduciary Tax Specialist

CIBC • Chicago, IL

3d • $90,000 - $120,000 • Hybrid

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

As a Senior Fiduciary Tax Specialist, you’ll play a key role in supporting the Tax Director and team with daily tax reporting and operational activities. You’ll help ensure that CIBC fulfills its fiduciary responsibilities as trustee and co-trustee of both revocable and irrevocable trusts, Agency and Individual Retirement accounts. From managing tax payments and filings to reviewing returns and working with tax vendors, your work will be essential to the accurate and timely delivery of trust-related tax obligations.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll have the flexibility to manage your work activities within a hybrid work arrangement. Details on your work arrangement (proportion of on-site and remote work) will be based on business need.

Requirements

• Bachelor’s degree in accounting or finance required
• 3 or more years in tax or fiduciary trust tax roles.
• Strong attention to accuracy and ability to manage multiple tasks efficiently.
• Proficient with Microsoft Office, and systems like OneSource Trust Tax Insight, SEI SWP or EFPTS.
• Strong communicator and collaborative in your approach to work.
• Solid understanding of IRA and trust tax reporting
• Experience working with tax vendors and regulatory bodies
• Ability to manage competing priorities with precision
• Clear communication and a proactive, accountable mindset

Nice To Haves

• CPA, EA, JD, or master’s degree preferred.

Responsibilities

• Assist with daily trust tax activities and filings.
• Validate vendor-prepared tax documents and collaborate with internal and external partners.
• Managing the processing of fiduciary tax estimate and balance due payments, IRA/NRA tax withholding, and tax filings with the IRS and other authorities.
• Serve as a point of contact for tax-related questions across CIBC teams and with outside agencies.
• Manage travel logistics, expense reports, and assist in training less experienced staff.

Benefits

• competitive salary
• incentive pay
• banking benefits
• a benefits program
• a vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program.
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior