Career Opportunities with Legacy Trust Company

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 Role

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.

Responsibilities

Tax Return Coordination & Review

• 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 carryforward records (capital losses, passive losses, NOLs, and at-risk losses)
• Maintain depreciation schedules for relevant entities
• Review completed federal and state tax returns for accuracy and consistency before filing

Collaboration with Trust Officers

• 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

Accounting & Recordkeeping

• 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

Technical Expertise

• 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

Who You Are

• 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

Qualifications

• 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 QuickBooks, Excel, Word, and Adobe Acrobat required
• Public accounting or family office experience preferred

Company Background

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.

Legacy Trust Company is seeking a motivated and detail-oriented Project Manager to drive progress on tax returns and related projects for our Tax department, serving ultra-high net worth families and private foundations. This role carries broad responsibility across project planning, deadline management, and coordination among internal teams, clients, and outside CPA firms, requiring strong organizational discipline, clear communication, and sound professional judgment.

The Role

The Project Manager works closely with our Tax Leader to keep projects on track, keep people informed, and ensure that every deadline is met without surprises. Behind every tax return is a relationship – with a client, a family office, a CPA firm, or a colleague down the hall – and this role exists to keep those relationships running smoothly. Success requires the ability to bring order to complexity, manage multiple priorities with precision, and anticipate what clients and colleagues need before they ask.

Responsibilities

Project Planning & Deadline Management

• Plan, schedule, and track tax return timelines for ultra-high net worth clients, including individuals, trusts, partnerships, and private foundations

• Track tax return status with internal teams and external CPA firms to drive momentum toward timely filing

• Follow up on open items with CPA firms, clients, and internal teams

• Notify the Tax Leader of any timeline issues and communicate promptly with impacted teams

Payments & Billing

• Coordinate clients’ quarterly tax payments and obtain trust team approval for payment

• Oversee billing and client payments to CPA firms and the Tax department

Systems & Documentation

• Manage the department’s technology tools, including the workflow tracker, Tax Center portal, and Tax Return Due Date Calendar

• Maintain clear, organized project documentation, status updates, and meeting notes so nothing falls through the cracks

• Help shape project management processes that make the team’s day-to-day work more efficient

Technical Expertise

• Project Planning, Scheduling, and Status Tracking

• Workflow and Task Management Systems
• Microsoft Word, Excel, Outlook, and Teams
• Adobe Acrobat

Who You Are

• Relationship-oriented, with a genuine people-first approach to clients and colleagues alike

• Strong attention to detail with the ability to manage multiple deadlines calmly and precisely

• A clear and warm communicator, in writing and in conversation

• Proactive by nature, checking in rather than waiting to be asked

• Discreet and thoughtful in handling sensitive and confidential information

• Takes pride in careful, high-quality work

• Committed to being part of a team that genuinely cares about clients and colleagues alike

Qualifications

• At least 3 years of experience in a project coordination or project management role

• Experience supporting ultra-high net worth clients and managing tax return due dates preferred

• PMP certification or equivalent project management training preferred

Company Background

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.