Attorney in Iselin, NJ

In-House

Iselin, NJ

Attorney in Iselin, NJ

Non-practicing Attorney

Min 2 yrs required

No

Job Title: Tax Senior Analyst - FSO - Fiduciary Trust Estate Advisory Services

Job Responsibilities:
- Engage in diverse projects and responsibilities, supporting client engagements through day-to-day interactions with team members.
- Serve as a trusted advisor, providing quality work products and driving service delivery to meet deadlines.
- Research tax law issues, offer advice, and assist clients in understanding risks and potential needs for additional tax advisory or compliance services.
- Perform tax research and prepare written tax advice.
- Prepare tax information statements and tax returns, including complex Forms 1041 and state income tax returns for trusts and estates.
- Review and interpret wills and trust documents to determine fiduciary tax reporting requirements, confirm beneficiary allocations, and identify matters needing further research.
- Analyze the proper tax treatment of various transactions, ensuring accuracy in tax reporting.
- Translate complex data from various sources into client-ready insights for informed decision-making regarding tax reporting.
- Support the Fiduciary/Trust Tax Services practice with preparing and delivering tax information statements, tax returns, and related reporting for agency, custody, and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies, and law firms.
- Collaborate with clients and colleagues to analyze tax issues, determine alternative problem-solving methods, and arrive at recommendations.
- Support managers and senior managers with reconciling returns, e-filing returns, and validating data in the tax system.
- Communicate with client tax liaisons, client trust administration teams, and client trust officers to gather required information and obtain necessary authorization for timely, accurate production of tax information statements, tax returns, and related reporting.
- Support billing and collections for tax compliance and related services, and participate in contract renewals and new business pursuits.
- Communicate complex tax issues to colleagues, clients, and non-tax professionals to enable evaluation and review of tax compliance requirements.
- Train less experienced team members on administrative tasks and tasks supporting the tax compliance process.

Education and Experience Information:
- Bachelor degree or equivalent experience, with a preference for degrees in Accounting, Business, Finance, or equivalent fields.
- Minimum of 2 years of experience in a professional services or tax services organization, specifically in preparing federal and state fiduciary income tax returns.
- Proficiency in computer software applications, including Microsoft Word, Excel, and PowerPoint.
- Knowledge of trust accounting systems and tax software applications, including ONESOURCE™ Trust Tax.
- Experience in preparing income tax returns with complex pass-through investments and interpreting trust agreements.
- Ability to work independently and within a team, assisting with projects of varying complexity.
- Knowledge of taxation, trusts and estates, wealth planning, and fiduciary income taxation.
- Demonstrated technical expertise in fiduciary accounting matters.
- Excellent organizational and verbal/written communication skills.
- Commitment to periodic travel (10-15%).

Ideally, You’ll Also Have:
- CPA or EA certification or membership in The Bar is desired but not required.
- Thorough knowledge of tax compliance, information reporting rules, fiduciary and/or income tax law, and concepts required to prepare US federal and state tax information statements and tax returns.
- Strong analytical skills and attention to detail.
- Ability to adapt work style to work with both internal and client team members.

Salary Information:
- Competitive salary.
- The base salary range for this job in all geographic locations in the US is $75,200 to $124,100.
- The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $90,200 to $141,000.
- Individual salaries within those ranges are determined through various factors including education, experience, knowledge, skills, and geography.
- Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Additional Information:
- The company offers a comprehensive compensation and benefits package based on performance and the value brought to the business.
- The company follows a hybrid model, expecting most people in external, client-serving roles to work together in person 40-60% of the time over the course of an engagement, project, or year.
- Under the flexible vacation policy, employees decide how much vacation time they need based on personal circumstances.
- Additional time off is granted for designated company Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed for physical, financial, and emotional well-being.

The company is committed to high-ethical standards and integrity and expects all candidates to demonstrate these qualities. The company provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.