Fiduciary Tax Manager

at M & T Bank in Wilmington, Delaware, United States

Job Description


Manages and participates in preparing a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities is trustee.

Primary Responsibilities:

+ Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the department to expand job-related knowledge.

+ Responsible for a small assigned book of accounts and timely and accurate preparation of complex tax returns, including Private Foundations, Public Charities and Estates.

+ Manage assigned staff in the completion of timely and accurate tax returns for wealth clients.

+ Provide guidance and training to less experienced personnel.

+ Participate in client meetings and sales pitches.

+ Contribute to the overall management of the department.

+ Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.

+ Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.

+ Promote an environment that supports diversity and reflects the M&T Bank brand.

+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

+ Complete other related duties as assigned.

Education and Experience Required:

Bachelor’s degree and a minimum of 7 years’ experience preparing income tax returns, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ experience preparing income tax returns

Minimum of 2 years’ managerial and/or work leadership experience

Good understanding of pertinent word processing and spreadsheet software

Good communication skills

Experience dealing with clients and advisors

Education and Experience Preferred:

Bachelor’s degree in Accounting

Minimum of 10 years’ experience preparing trust income tax returns

CPA (Certified Public Accountant)

Experience with pertinent tax-related systems and software

Experience preparing complex returns




Wilmington, Delaware, United States of America

At M&T Bank, we make a difference in people’s lives. For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.
Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report to learn how it feels to be one of our 17,000+ employees.
We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences.
We support our employees every step of the way.

Competitive compensation
- Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance
- Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO
- 401(k) match at 5% with options for Roth and discretionary employer contributions
- A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more
- Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts

We need you. Are you ready to join us? Apply today to start the journey.
If you are unable to apply through this site due to technical issues, please contact us at for assistance.
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

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Job Posting: JC194514665

Posted On: Oct 10, 2021

Updated On: Dec 03, 2021