Tax Officer
We are currently seeking candidates for a Tax Officer at a global asset management co. in New York, NY, 10005. The ideal candidate will have 5+ years of tax experience in the financial services and/or asset management industry(s).
Temporary (est. 3 months) with an opportunity for extension and/or permanent and will pay up to $60.00 per hour (based on relative work experience) within a 40-hour work week.
On-site 3 days per week.
RESPONSIBILITIES:
- Review federal and state estate, fiduciary, individual, and entity tax returns. Tax preparation of the returns will also be required, as needed.
- Fiduciary knowledge is required in this role.
- Provide input to the development of tax planning strategies.
- Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts.
- Ensure that records and information pertinent to taxes and trust accounts are properly maintained through maintenance of tax work paper files.
- Create financial statements and perform bookkeeping entries for individuals and entities like partnerships, corporations, and private foundations.
QUALIFICATIONS:
- Bachelor’s degree
- CPA preferred
- Minimum 5 years of relevant experience with Knowledge of CCH ProSystem
- Fiduciary knowledge is required in this role
- Ability to effectively articulate complex tax provisions and tax planning strategies
- Strong technical tax knowledge and experience
- Strong understanding of portfolio accounting and related systems
- Strong proficiency in Microsoft Excel and Word
- Proficiency in QuickBooks is highly preferred
- Ability to utilize tax research software to perform tax research
For immediate consideration, interested and qualified candidates please forward updated resume in a Word document to: [email protected]
Key Words: CPA, tax officer, wealth management, fiduciary, tax return
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