# Senior Fiduciary Tax Manager, Private Banking - Trust & Fiduciary Services / Personal Trust

**Company**: HSBC
**Location**: New York
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774611290522?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_cf9ae916-41f

## Description

As a Senior Fiduciary Tax Manager, you will lead end-to-end fiduciary tax compliance across trusts, estates, charities and related vehicles. This includes owning the fiduciary tax compliance calendar, delivering end-to-end filings, and providing practical tax guidance to colleagues and clients. You will also oversee preparation, review and submission of fiduciary tax returns, ensure accurate tax data inputs, and manage US and cross-border fiduciary reporting requirements.

Key responsibilities include:

- Owning the fiduciary tax compliance calendar and delivering end-to-end filings across relevant jurisdictions

- Overseeing preparation, review and submission of fiduciary tax returns for trusts, estates, charities and related vehicles

- Ensuring accurate tax data inputs and resolving data quality issues

- Providing practical tax guidance to Trust & Investment Management and Trust Operations on planned transactions, trust accounting entries and account openings/closures

- Managing US and cross-border fiduciary reporting requirements, including FBAR and foreign disclosure filings

To succeed in this role, you will need progressive fiduciary tax or public accounting experience, strong knowledge of US Federal and state taxation for trusts, estates, charities and individuals, and a CPA (or equivalent professional qualification).

As an HSBC employee, you will have access to tailored professional development opportunities, a competitive pay and benefits package, and a welcoming and inclusive work environment.

## Skills

### Required
- fiduciary tax compliance
- trusts
- estates
- charities
- US Federal and state taxation
- CPA
- public accounting
- FBAR
- foreign disclosure filings

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774611290522?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)