VP, Policy
2 weeks ago
Vice President of Tax Planning
Fusco Personnel is actively recruiting for a Vice President of Tax Planning, to join our client opening an office located in the Capital Region, New York area. The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through their proprietary review and visualization process aimed at identifying potential tax savings and/or financial planning opportunities. This is a full-time, direct hire opportunity with a hybrid work schedule.
Tax landscape analysis and strategic tax planning.
Collaborate with Family Office clients’ tax preparers in the oversight of federal and state income and gift tax returns for high-net-worth individuals. Maintain and foster relationships with clients, staff, and outside third-party client vendors.
Tax projections and other tax planning activities.
Perform, document, and communicate findings for tax research as needed.
Calculate and prepare quarterly estimated tax payments for individuals.
Review payroll tax forms for household employees.
Correspond with federal and state taxing authorities to answer notices.
Keep abreast of legislative and tax policy changes at both Federal and State levels.
Bachelor’s degree in accounting or finance; Minimum of 4+ years of HNW personal income tax prep experience.
Experience with HNW and UHNW; Family office services experience a plus.
Proficiency with Microsoft Excel.
Experience with Tableau preferred.
Experience with CCH Prosystems fx Axcess or other tax deliverable tracking software is a plus.
Organized, detail oriented and flexible in adjusting well to change.
~ Highly analytical and ready to make immediate impact in a dynamic environment.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff.
Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer
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