What You’ll Be Doing
As a Senior Fiduciary Tax Specialist, you’ll play a key role in supporting the Tax Director and team with daily tax reporting and operational activities. You’ll help ensure that CIBC fulfills its fiduciary responsibilities as trustee and co-trustee of both revocable and irrevocable trusts, Agency and Individual Retirement accounts. From managing tax payments and filings to reviewing returns and working with tax vendors, your work will be essential to the accurate and timely delivery of trust-related tax obligations.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll have the flexibility to manage your work activities within a hybrid work arrangement. Details on your work arrangement (proportion of on-site and remote work) will be based on business need.
How You’ll Succeed
- Support tax operations: Assist with daily trust tax activities and filings.
- Review and coordinate: Validate vendor-prepared tax documents and collaborate with internal and external partners.
- Manage payments: Managing the processing of fiduciary tax estimate and balance due payments, IRA/NRA tax withholding, and tax filings with the IRS and other authorities.
- Communicate clearly: Serve as a point of contact for tax-related questions across CIBC teams and with outside agencies.
- Stay organized: Manage travel logistics, expense reports, and assist in training less experienced staff.
Who You Are
- Educational background: Bachelor’s degree in accounting or finance required; CPA, EA, JD, or master’s degree preferred.
- Experienced: 3 or more years in tax or fiduciary trust tax roles.
- Detail-focused: Strong attention to accuracy and ability to manage multiple tasks efficiently.
- Tech-savvy: Proficient with Microsoft Office, and systems like OneSource Trust Tax Insight, SEI SWP or EFPTS,.
- Team-oriented: Strong communicator and collaborative in your approach to work.
What You Need to Succeed
- Solid understanding of IRA and trust tax reporting
- Experience working with tax vendors and regulatory bodies
- Ability to manage competing priorities with precision
- Clear communication and a proactive, accountable mindset
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of 90,000 - $120,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
This position does not offer relocation or visa sponsorship.
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Job Location
IL-Chicago, 181 W Madison Fl 35
Employment Type
Regular
Weekly Hours
40
Skills
Analytical Thinking, Client Service, Customer Experience (CX), Decision Making, Process Implementations, Tax Compliance, Tax Filings, Tax Planning, Work Collaboratively
