Client Tax Advisor

2 months ago

Summit, United States Peapack-Gladstone Financial Full time
Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack-Gladstone Bank different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first.We are proud to be recognized for the sixth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing

Peapack Private Wealth Management division includes investment management services provided for individuals and institutions; personal trust services, including services as executor, trustee, administrator, custodian and guardian, and other financial planning, tax preparation and advisory services. Officers from the Peapack Private Wealth Management Division are available to provide wealth management, trust and investment services at the Bank's headquarters in Bedminster, at private banking locations in Morristown, Princeton and Teaneck, New Jersey and at the Bank's subsidiaries, PGB Trust & Investments of Delaware, in Greenville, Delaware, Murphy Capital Management, in Gladstone, New Jersey, Quadrant Capital Management in Fairfield, New Jersey and Lassus Wherley in New Providence, New Jersey and Bonita Springs, Florida.

Client Tax Advisor Summary:

The tax services team provides tax compliance and consulting to HNW clients. The Tax Advisor will service assigned clients as well as participate in providing tax services to the broader private wealth management organization. Candidate must have working knowledge of complex individual and fiduciary tax compliance and state income tax returns and the ability to interact and advise clients, wealth advisors and planners. This involves participation in client meetings by providing tax planning opportunities and advice on the tax implications of transactions.

Key Responsibilities:

  • Prepare and review of individual, gift and fiduciary tax returns
  • Prepare projections for estimated taxes
  • Conduct tax research
  • Respond to any government inquiries
  • Projections for tax implications of transactions
  • Advise broader wealth organization
Qualifications:
  • Bachelor's Degree required.
  • 5-7+ years' experience
  • CPA preferred. If not CPA, licensed attorney or enrolled agent
Knowledge, Skills & Abilities:
  • Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint)
  • Experience with commercial tax software - Intuit's Lacerte a plus
  • Excellent verbal and written communication skills
  • Strong attention to detail
  • Ability to interact with senior management on a regular basis
  • Ability to work independently or with minimal supervision
  • Excellent analytical skills


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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