Ultra-High Net Worth Tax Specialist

Legacy Trust Company is seeking a skilled and relationship-oriented Tax Specialist to join our Tax Services team, supporting ultra-high net worth families and private foundations. In this role, you will work alongside experienced professionals who are deeply committed to their clients and team, and engage with complex, meaningful work for families with sophisticated needs. You’ll enjoy a boutique firm environment where your contributions are visible and valued without the overtime of traditional tax seasons.

The Tax Specialist serves as a trusted resource for our client relationship team, coordinating complex tax matters, collaborating with trust officers, and ensuring each client’s financial picture is accurate, organized, and optimized. Success in this role requires technical tax expertise, the ability to manage multiple deadlines with precision, and a collaborative approach to solving complex problems for clients who have entrusted us with their most important financial affairs.

• Serve as liaison between clients and outside CPA firms for individual, trust, estate, partnership, S corporation, and private foundation returns
• Gather and organize tax information from internal and external sources
• Follow up on open items and prepare schedules to support CPA firms in return preparation
• Manage estimated tax payments and track all federal and state payments and refunds
• Maintain the tax calendar to ensure timely completion of all compliance deadlines
• Roll forward partnership basis and maintain federal and state carry forward records (capital losses, passive losses, NOLs, and at-risk losses)
• Review completed federal and state tax returns for accuracy and consistency before filing

• Advise trust officers on client-specific tax matters and income tax planning opportunities
• Support gifting transactions, including valuing publicly traded securities, coordinating appraisal data, and preparing gift tax return schedules
• Review Trust Accounting Income calculations to support required distributions
• Collaborate with the Wealth and Estate Strategy group on tax issues related to estate planning and clients’ estates

• Build and maintain tax basis records for family groups across different entity types
• Oversee bookkeepers and review tax basis general ledgers and financial statements
• Maintain supporting documentation for all general ledger entries
• Reconcile discrepancies between internal and external reports
• Prepare financial reports, cash flow budgets, and ad hoc schedules as requested

• Individual, Trust, Estate, Partnership, and Corporate (C & S) Tax Compliance
• Private Foundation Tax Matters
• Gift Tax Reporting
• Trust Accounting Income Calculations
• Tax Basis Accounting and General Ledger Review
• Federal and State Tax Law

• Relationship-oriented with a genuine commitment to client service
• Strong attention to detail with the ability to manage multiple deadlines calmly and precisely
• Collaborative and comfortable working closely with internal teams, clients, and external CPA firms
• A trusted advisor who provides thoughtful guidance on complex tax matters
• Takes pride in careful, high-quality work
• Committed to being part of a team that genuinely cares about clients and colleagues alike

• At least 5 years of experience in ultra-high net worth tax return compliance and planning across individual, trust, estate, partnership, corporate (C and S), and private foundation structures
• Proficiency in Quick Books, Excel, Word, and Adobe Acrobat required
• Public accounting or family office experience preferred

As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high-net-worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals creates custom strategies to align with a family’s financial and non-financial needs.