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Years of Experience
Date Last Verified
Tax Services Senior - National Tax - Fiduciary Trust Tax Services The candidate will provide trust tax compliance outsourcing and support services for organizations that utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. Will translate complex data from a range of sources into client-ready insights and deliverables. Build effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicate complex tax issues to non-tax professionals and clients. Oversee, prepare and review 1099 forms and fiduciary income tax returns. Maintain reputation in own field by constantly updating and sharing technical and finest practice knowledge. Identify and react to risks and opportunities to improve services and processes.
Qualification and Experience
The candidate should have a Bachelor's degree in a related field, supported by significant tax or financial planning experience. CPA certification or membership in the Bar is required. Must have 3+ years of work experience in professional services or professional tax organization. A thorough understanding of estate and wealth planning is required. Experience with federal and state personal and trust income tax is needed. A thorough understanding of automated tax processing systems is essential. Should preferably have thorough understanding of fiduciary tax law and concepts required to prepare US Federal and State returns. Proficiency with trust tax software is an asset.
Ref. #: UNI00ALO
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