Fiduciary & Private Client Tax Manager

Fiduciary & Private Client Tax Manager

Brown Advisory is currently seeking a technical, collaborative, and detail-oriented tax professional to join our Fiduciary Tax team as a Fiduciary & Private Client Tax Manager. This role partners closely with the Tax Director and Fiduciary Tax team to support the delivery of high-quality fiduciary and private client tax advice and services.

The Manager will provide technical tax expertise across trusts, private foundations, and related private client matters. This individual will support oversight of third-party tax service providers, review fiduciary income tax and foundation returns, conduct tax research, respond to tax notices, provide training and updates on tax legislation, and collaborate with internal teams and external advisors to resolve complex tax issues.

Primary Responsibilities

• Review fiduciary income tax returns, private foundation tax returns, estimated tax payments, extensions, notices, and supporting documentation for accuracy and compliance.
• Assist in overseeing third-party service providers responsible for preparing a high volume of fiduciary income tax returns, including approximately 2,000 trust returns.
• Direct activities within the Fiduciary Tax team to ensure timely and efficient review of fiduciary and foundation tax filings.
• Conduct tax research and analyze issues related to trusts, estates, individuals, families, private foundations, and investments.
• Identify and resolve complex tax matters and provide practical solutions to internal teams, clients, trustees, and advisors.
• Review trust documents to understand fiduciary responsibilities, tax implications, and planning opportunities, including application of tax elections such as the 65-day election.
• Respond to federal, state, and local tax notices and coordinate resolution with internal teams and external advisors.
• Coordinate with outside tax advisors, trustees, and internal stakeholders to support accurate and timely tax compliance.
• Understand client portfolios and the tax implications of various investment types, including income, gains, losses, and alternative investments.
• Maintain and update tax documentation, policies, and procedures to support consistency and best practices.
• Support process improvements and contribute to cross-functional and ad hoc tax projects.
• Stay current on tax laws, regulations, and industry developments affecting fiduciary and private client tax matters.
• Serve as a technical resource to internal teams on fiduciary tax, trust taxation, private foundation taxation, and investment taxation.
• Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.

Qualifications

• CPA required.
• Minimum of 5-7 years of relevant tax experience, preferably in fiduciary, trust, family office, private client, or private foundation tax.
• Bachelor's degree required; advanced degree or specialization in taxation preferred.
• Management experience preferred, but not required.
• Strong technical knowledge of fiduciary income tax, wealth transfer (estate, gift, and GST) taxation, private foundation taxation, and individual tax.
• Experience reviewing fiduciary and/or private client tax returns and related filings.
• Experience conducting tax research and analyzing complex tax issues.
• Ability to review trust documents and identify tax and planning implications.
• Knowledge of investment taxation and portfolio-related tax considerations.
• Experience working with third-party tax providers and cross-functional teams.
• Strong attention to detail, organization, and ability to manage multiple priorities.
• Excellent communication skills with the ability to convey complex tax concepts clearly.
• Proficiency in Excel and familiarity with tax software; experience with Atlas5 or One Source is a plus.
• Ability to work independently and collaboratively in a team environment.
• Ability to work onsite in Baltimore or DC office location.

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.

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