Tax Advisor

Tax Advisor 

Hybrid Office Policy - 2 days / week working from home

Position Summary 

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are absolutely essential.

  

Responsibilities:

     

• Prepare complex tax returns for individual clients with high net worth.
• Review tax returns prepared by colleagues to ensure quality processing.
• Meet with clients and Trustees to present financial and tax planning strategies.
• Analyze and process quarterly estimated tax payments for assigned individual 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 department-wide 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.
• Mentor junior Tax Advisors.
• Utilize a variety of software applications related to tax research, planning and preparation including: BNA and Profx.
• Work with members of the Tax Team, Business Analysts and Application Developers to utilize the most effective technology and work flow processes.
• 
  

 

Qualifications & Skills: 

• 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 tax return production environment.
• Minimum 5 years’ experience in direct individual client environment involving financial planning and analysis.
• Current, high level of knowledge about individual and gift tax matters.
• Experience with fiduciary and estate tax returns preferred.
• Solid understanding of Investment Management concepts

{{job_description}}