Job Description

ROLE:

• Manage tax and compliance deliverables within Family Office Services (FOS) through assignment of returns and related filings (extensions, etc)
• Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise; Prepare and provide details for discussion and resolution
• Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)
• Successfully research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues
• Manage all tax deliverables: gather and review tax data from client, assign staff resources to prepare work papers and tax returns and oversee detailed review of prepared returns
• Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

REQUIREMENTS:

Bachelor's degree in business, accounting or related field preferred, MBA or MST a plus; CPA training desirable

• 1-2  years of experience in trusts, estate planning, fiduciary work
• 1-2 years of experience servicing High Net Worth (over $1M) clients
• Working knowledge use of Go Systems Software, Advanced Excel (Pivot Tables, Vlookups)
• Client service background  (CPA firms, wealth management firms)

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