Senior Fiduciary Tax Specialist
At a glance
Senior Tax role at CIBC. Chicago · full-time · $90,000–$120,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Handle day-to-day trust tax work and filings, supporting the Tax Director and team
- Check tax documents prepared by vendors and coordinate with internal teams and outside partners
- Process fiduciary estimated and balance-due payments, IRA and NRA withholding, and filings with tax authorities
- Answer tax questions from CIBC teams and external agencies, and manage related travel and expense records
- Help train less experienced staff while keeping trust tax obligations accurate and on schedule
What you bring
- A bachelor’s degree in accounting or finance, plus at least three years in tax or fiduciary trust tax work
- A sound grasp of IRA and trust tax reporting, along with experience working with tax vendors and regulators
- Accuracy across competing tasks and clear communication with colleagues and external contacts
- Legal eligibility to work in the United States; the role does not provide visa sponsorship or relocation
Who this fits
This role suits an experienced tax specialist who can manage detailed trust and IRA reporting, vendor coordination, and payment work. It is based in Chicago with a hybrid arrangement shaped by business needs, and includes training less experienced staff.
From the employer
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
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
California residents — your privacy rights regarding your actual or prospective employment
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.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
IL-Chicago, 181 W Madison Fl 35Employment Type
RegularWeekly Hours
40Skills
Analytical Thinking, Client Service, Customer Experience (CX), Decision Making, Process Implementations, Tax Compliance, Tax Filings, Tax Planning, Work Collaboratively