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Senior Fiduciary Tax Liaison — Estate & Charitable

Job in Wilson, Wilson County, North Carolina, 27893, USA
Listing for: Truist
Full Time position
Listed on 2026-08-09
Job specializations:
  • Finance & Banking
    Financial Compliance, Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

The Senior Fiduciary Tax Liaison - Estate and Charitable at Truist coordinates between estate and charitable administrators and outsourcing partners for all tax compliance and reporting across agency, investment management, custodial, estate and trust accounts.

Responsibilities include reviewing returns, providing fiduciary tax guidance, managing withholding activities, and driving process improvements within the tax function.

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Position Requirements
10+ Years work experience
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