TAX SENIOR

Primary Purpose of Position:

• Plans, directs, and controls the organization’s overall tax functions.
• Provides tax expertise for all functional areas of the business.
• Work within the finance team to supplement and back up accounting and reporting functions.
• Advise on and support investment decisions to optimize financial impact.

Duties and Responsibilities:

• Preparation of income tax return workpapers, estimated tax calculations and tax projections for individuals, trusts, limited liability companies, partnerships, and corporations.
• Assistance with gift and estate tax returns.
• Tax and estate planning, tax research and presentation of ideas. Work with outside technical firms as needed.
• Assist real estate operating entities with tax matters as requested including coordination and review of various tax returns and information.
• Work as an integral part of the financial team, performing other duties as assigned, including full navigation and responsibilities in accounting/investment software.
• Assistance with banking relationships and reporting.
• Assistance with cash management within Fidelity accounts.
• Assistance with investment recording software.

Job Qualifications:

• Act at all times in a manner that is consistent with the family’s commitment to the highest standards of ethics and best practices of the finest public or private companies.
• Advanced written and oral communication skills.
• Strong interpersonal skills to engage with colleagues, third parties and tax authorities.
• Adaptable and analytical thinker.
• Work both independently and as part of a team with professionals at all levels.
• Intellectual curiosity, initiative, personal organization, motivation, and ownership of one’s work.
• 3-5 years of related tax experience is required.
• A minimum of three years of experience in public accounting is required.
• Corporate, Partnership, Trust and Individual income and gift tax preparation knowledge is required.
• Candidate is required to be a licensed CPA or an Enrolled Agent.
• Master of Science in Taxation (MST) is a plus.
• Absolute confidentiality regarding corporate and family finances and activities (avoid actions that put family security or reputations at risk).
• Socially interact in the community with poise and friendliness.

This job description in no way states or implies that these are the only duties to be performed by the team member occupying this position. Team members will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor.

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