Tax Specialist

The principle responsibilities of the Tax Specialist will include:•Prepare tax returns for individual clients and trust accounts.•Analyze and process quarterly estimated tax payments for assigned fiduciary and individual accounts.•Review tax returns prepared by colleagues to ensure quality processing.•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.•Meet with clients and Trustees to present financial and tax planning strategies.•Proactively work closely 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, and TrustEase. •Work with Tax Team, Business Analysts and Application Developers to utilize most effective technology and work flow processes.Who we're looking forThe ideal candidate will have:• Current, high level of knowledge about individual, fiduciary and estate/gift tax matters.• Solid understanding of Investment Management concepts.• Excellent analytical, interpersonal, communication and presentation skills.• The ability to perform well in a deadline-oriented environment• Minimum of 5 years experience in an individual and fiduciary tax return production environment.• Minimum of 3 years experience in direct individual client environment involving financial planning and analysis.• Bachelor's Degree in business or accounting concentration. Graduate degree in Taxation and/or Certified Financial Planning accreditation preferred.About our clientOur client is a private wealth management firm.What's on the offerOur client is offering a competitive compensation package commensurate with experience.For further information please forward a detailed resume along with current salary,
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