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Tailor your resume to this Senior Fiduciary Tax Manager, Private Banking - Trust & Fiduciary Services / Personal Trust role.

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About the Role

This role leads end-to-end fiduciary tax compliance across trusts, estates, charities and related vehicles, strengthening governance, ensuring accurate and timely filings, and providing practical guidance to colleagues and clients.

Responsibilities

• Own the fiduciary tax compliance calendar and deliver end-to-end filings (returns, elections, payments and reporting) across relevant jurisdictions
• Oversee preparation, review and submission of fiduciary tax returns for trusts, estates, charities and related vehicles; validate key positions, assumptions and classifications
• Ensure accurate tax data inputs (income, distributions, expenses, withholding, residency and entity classifications) and resolve data quality issues
• Provide practical tax guidance to Trust & Investment Management and Trust Operations on planned transactions, trust accounting entries and account openings/closures
• Manage US and cross-border fiduciary reporting requirements, including FBAR and foreign disclosure filings (e.g., Forms 3520/3520-A and related documentation)
• Coordinate external tax advisers/filing agents: define scope, agree timelines, review outputs, and challenge/escalate issues as needed
• Maintain and enhance tax processes, controls and documentation (SOPs, checklists, evidence standards) and act as the final internal control point before submission
• Track exceptions/late items, perform root-cause analysis, implement fixes, and provide MI/status reporting for governance, audits and risk reviews
• Support correct tax treatment of complex trust assets (e.g., closely held businesses, real estate and special investments)
• Build capability across the trust business by directing tax-related activities and delivering training to trust personnel

Requirements

• Progressive fiduciary tax or public accounting experience (or equivalent), with demonstrable fiduciary tax compliance delivery
• Strong knowledge of US Federal and state taxation for trusts, estates, charities and individuals; solid understanding of fiduciary structures and the compliance lifecycle
• CPA (or equivalent professional qualification) required
• Bachelor’s degree in Accounting, Finance or related field (or equivalent experience) required
• Technical proficiency with key forms/regimes: 1041, 990-PF, 3520/3520-A, 5472, 9958, 8865, 1065, plus CFC (5471) and PFIC (8621) compliance.
• Working knowledge of FATCA and CRS requirements and cross-border tax structuring considerations
• Strong process management skills: able to manage multiple deadlines, maintain controls, and deliver high-quality outputs with minimal rework
• Strong analytical, problem-solving and tax research capability; comfortable interpreting trust instruments and supporting GST-related analysis required
• Clear written and verbal communication; able to translate technical tax guidance into practical actions for non-tax stakeholders
• Preferred: Graduate degree (JD/LLM/MT) and/or relevant experience, ideally within a bank trust department, independent trust company or similar environment
• Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Skills

• Fiduciary tax compliance
• Tax return preparation and review
• Tax data input and validation
• Cross-border tax reporting
• Process management
• Analytical skills
• Problem-solving
• Tax research
• Written communication
• Verbal communication

Location

• US

Work Type

• Full-time

Experience Level

• Senior

Education Level

• Bachelor's degree
• CPA
• Graduate degree (preferred)

Benefits

• Tailored professional development opportunities
• Competitive pay and benefits package
• Robust Wellness Hub
• Welcoming and inclusive work environment
• Employee Resource Groups

About the Company

• Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
• HSBC Private Banking’s Trust & Fiduciary Services team supports complex domestic and cross-border fiduciary structures for high-net-worth clients.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.