Tax Advisor ESF3939
Tax Advisor ESF3939
Posted on :
14-11-2024
Employer Active
1 Vacancy
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Job Description
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k)
- Commuter benefits
- Paid maternity leave
- Paid paternity leave
What you will be doing:
- Prepare complex tax returns for individual clients with high net worth.
- Prepare Agency Grantor Simple & Complex trust tax returns within OneSource software.
- Review tax returns prepared by colleagues to ensure quality processing.
- Preparation of Foundation 990PF returns.
- Meet with clients and Trustees to present financial and tax planning strategies.
- Analyze and process quarterly estimated tax payments for assigned individual and fiduciary accounts.
- Identify and collaborate with team members on taxable events that may have legal implications.
- Work with the Tax Department Team to develop implement and oversee departmentwide initiatives.
- Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
- Partner with other teams throughout the office including General Counsel and Trust Administration to ensure tax planning initiatives are comprehensive and compliant.
- Utilize a variety of software applications related to tax research planning and preparation including: BNA Profx & OneSource.
- Work with members of the Tax Team Business Analysts and Application Developers to utilize the most effective technology and work flow processes.
Experience you will need:
- Bachelor’s or Masters’ Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
- Minimum 7 years’ experience in individual & fiduciary tax return production environment.
- Minimum 5 years’ experience in direct individual client environment involving financial planning and analysis.
- Current high level of knowledge about individualgift and fiduciary tax matters.
- Experience with fiduciary and estate tax returns preferred.
- Solid understanding of Investment Management concepts.
- Experience with OnceSource Software is a plus.
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Employment Type
Full Time
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