Senior Tax Executive

1 week ago

Pasadena, California, United States The Whittier Trust Company Full time

Position Overview

The Senior Vice President, Director of Tax at The Whittier Trust Company is responsible for managing a diverse portfolio of high net worth clients. This role necessitates significant client interaction and a comprehensive understanding of trust and agency account management, including fiduciary accounting, finance, real estate, and estate planning. A key objective is to foster new business opportunities through independent efforts and collaboration with internal teams, leveraging a robust professional network of legal and accounting experts.

Role Summary

Reporting directly to the CFO, the Director of Tax leads a team of eight within the Tax Department. This position collaborates closely with Client Advisors to deliver tax projections, alerts, summaries, and strategic advice. The Director is accountable for the comprehensive management of the Tax Department, which encompasses five core functions: (1) tax preparation, (2) tax advisory, (3) brokerage 1099 production, (4) IRA form production, and (5) tax processing.

Key Responsibilities

  • Engage with Client Advisors and clients on various tax advisory issues related to ultra-high net worth individuals, trusts, estates, and partnerships.
  • Drive business development initiatives by nurturing relationships with potential clients and referral sources, supporting Client Advisors in client meetings, and participating in marketing and networking events.
  • Oversee the Tax Compliance, 1099, IRA, and Tax Processing functions.
  • Draft and disseminate tax alerts regarding legislative changes and tax mitigation strategies.
  • Develop and maintain comprehensive tax summaries for clients, covering charitable contributions, estate tax credits, and comparative tax calculations.
  • Conduct research on recent tax law changes and proposals at both federal and state levels.
  • Review corporate tax filings and prepare specific state and local returns.
  • Utilize corporate technology to ensure accurate record-keeping and accessibility of tax resources.
  • Collaborate with external tax preparation firms and legal advisors.
  • Travel as necessary to meet with clients and corporate offices.

Qualifications

  • Bachelor's degree from an accredited institution; a Master's degree in Taxation or JD is preferred.
  • CPA certification is required.
  • A minimum of 10 years of relevant experience, preferably with a Big Four firm.
  • In-depth knowledge of federal, state, and local tax laws related to trusts, individuals, and pass-through entities.
  • Proficiency in Microsoft Excel, PowerPoint, Word, SharePoint, and OneDrive.
  • Exceptional written and verbal communication skills.

Personal Attributes

  • Strong client service orientation.
  • Effective communicator with high integrity and a diligent work ethic.
  • Team-oriented with excellent organizational and time management skills.
  • Meticulous attention to detail and ability to travel as required.

Compensation

A competitive salary, performance-based bonuses, and comprehensive benefits including medical, dental, vision, life insurance, long-term disability, and a 401(k) plan with company matching.

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