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Trust officer vs tax manager

The differences between trust officers and tax managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both a trust officer and a tax manager. Additionally, a tax manager has an average salary of $96,100, which is higher than the $61,493 average annual salary of a trust officer.

The top three skills for a trust officer include real estate, portfolio and wealth management. The most important skills for a tax manager are CPA, client relationships, and tax planning.

Trust officer vs tax manager overview

Trust OfficerTax Manager
Yearly salary$61,493$96,100
Hourly rate$29.56$46.20
Growth rate17%17%
Number of jobs56,62379,204
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 68%
Average age4646
Years of experience88

What does a trust officer do?

Trust officers are professionals who are responsible for administering trust account portfolios of their clients. These officers are required to develop business relationships with their clients by responding to the request of their clients and facilitating internal service coordination to resolve issues. They must handle activities that are associated with personal or corporate trust while providing consultation on matters related to finance and wealth. Trust officers usually work in the financial industry and report directly to a manager or head of a department.

What does a tax manager do?

A Tax Manager is responsible for managing tax reporting and compliance within an organization. They provide innovative tax planning and prepare state and federal tax returns for companies.

Trust officer vs tax manager salary

Trust officers and tax managers have different pay scales, as shown below.

Trust OfficerTax Manager
Average salary$61,493$96,100
Salary rangeBetween $30,000 And $121,000Between $70,000 And $131,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateConnecticutNew York
Best paying companyNeuberger BermanMeta
Best paying industryFinanceFinance

Differences between trust officer and tax manager education

There are a few differences between a trust officer and a tax manager in terms of educational background:

Trust OfficerTax Manager
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 68%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Southern California

Trust officer vs tax manager demographics

Here are the differences between trust officers' and tax managers' demographics:

Trust OfficerTax Manager
Average age4646
Gender ratioMale, 48.1% Female, 51.9%Male, 58.5% Female, 41.5%
Race ratioBlack or African American, 7.8% Unknown, 4.1% Hispanic or Latino, 15.0% Asian, 8.4% White, 64.4% American Indian and Alaska Native, 0.3%Black or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.3% Asian, 10.0% White, 63.8% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between trust officer and tax manager duties and responsibilities

Trust officer example responsibilities.

  • Manage personal trusts, special needs trusts, conservatorships, charitable remainder trusts and estates.
  • Manage processing transfer requests of new IRA accounts and the corresponding follow up and collection activities.
  • Achieve this through aggressive sales calling on CFO's of large corporations, attorneys, CPAs and political officials.
  • Manage the day to day affairs of various personal trust relationships, IRAs, custodial accounts, powers of attorney.
  • Manage portfolio of accounts consisting of housing, transportation, education and industrial development of both municipal and corporate issuers.
  • Contact clients, financial advisors, payroll companies and CPA's regarding items in question.
  • Show more

Tax manager example responsibilities.

  • Test and learned to analyze accounting processes managing SOX testing including accumulating documentation and reviewing other testers work.
  • Perform tax provision review to ensure compliance with ASC 740 and ASC 740-10 for public trade companies and private companies.
  • Pull data and work with Hyperion.
  • Used Lexis Nexis, RIA, and CCH to research multiple tax projects.
  • Prepare and review ASC 740 tax balances for the company s fifteen largest foreign subsidiaries.
  • Calculate, prepare and submit quarterly estimate payments without need for review from third party CPA.
  • Show more

Trust officer vs tax manager skills

Common trust officer skills
  • Real Estate, 8%
  • Portfolio, 7%
  • Wealth Management, 7%
  • Business Development, 7%
  • Estate Planning, 6%
  • Risk Management, 6%
Common tax manager skills
  • CPA, 16%
  • Client Relationships, 7%
  • Tax Planning, 6%
  • Tax Compliance, 5%
  • Taxation, 4%
  • Tax Research, 4%

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