Senior Fiduciary Wealth Tax Liaison

7 days ago

Buffalo, New York, United States Wilmington Trust Full time
Job Summary

We are seeking a highly skilled and experienced Fiduciary Tax Specialist to join our team. As a Senior Fiduciary Wealth Tax Liaison, you will play a critical role in supporting the resolution of complex tax technical client issues and managing tax remediation and efficiency projects.

Key Responsibilities
  • Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training to expand job-related knowledge.
  • Provide guidance and training to less experienced personnel and participate in client meetings and sales pitches.
  • Contribute to the overall management of the department and understand and support resolution of complex trust tax planning strategies/issues.
  • Support the review of a selected population of externally prepared tax returns to ensure appropriate oversight of external vendor preparation and timely review and response to tax authority notices.
  • Support remediation and efficiency projects, such as GST review, state nexus analysis, charitable trust processing, payment workflows, etc.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite.
  • Promote an environment that supports diversity and reflects the Wilmington Trust brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Requirements
  • Bachelor's degree and a minimum of 7 years' experience preparing income tax returns, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience preparing income tax returns.
  • Minimum of 2 years' managerial and/or work leadership experience.
  • Good understanding of pertinent word processing and spreadsheet software.
  • Good communication skills.
  • Experience dealing with clients and advisors.
Preferred Qualifications
  • Bachelor's degree in Accounting/Finance/Economics.
  • Minimum of 10 years' experience preparing trust income tax returns.
  • CPA (Certified Public Accountant)/MST/JD/LLM.
  • Experience with pertinent tax-related systems and software.
  • Experience preparing complex returns.

The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The pay range for this position is $115, $192,839.55 Annual (USD). M&T Bank is committed to fair, competitive, and market-informed pay for our employees.

  • Senior Fiduciary Wealth Tax Liaison

    5 days ago

    Buffalo, New York, United States Wilmington Trust Full time

    Job Summary:We are seeking a highly skilled Senior Fiduciary Wealth Tax Liaison to join our team at Wilmington Trust. As a key member of our Fiduciary Tax area, you will play a critical role in supporting the resolution of complex tax technical client issues and managing tax remediation and efficiency projects throughout the year.Key Responsibilities:Develop...

  • Senior Fiduciary Wealth Tax Specialist

    13 hours ago

    Buffalo, New York, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Fiduciary Wealth Tax Specialist to join our team at M&T Bank. As a key member of our Fiduciary Tax area, you will play a critical role in supporting the resolution of complex tax technical client issues and managing tax remediation and efficiency projects.Key ResponsibilitiesTechnical...

  • Senior Fiduciary Wealth Tax Specialist

    6 days ago

    Buffalo, New York, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Fiduciary Tax Liaison to join our team at M&T Bank. As a key member of our front office, you will play a critical role in resolving complex tax technical client issues and supporting tax return and tax authority notice review within the tax liaison team.Key ResponsibilitiesTechnical Expertise:...

  • Wealth Management Consultant

    3 weeks ago

    Buffalo, New York, United States RightWorks Staffing Full time

    As a Wealth Management Consultant at RightWorks Staffing, you will engage with our existing clientele while also fostering new connections across diverse client categories, including affluent individuals, charitable organizations, corporations, and retirement plans.Our comprehensive investment services encompass:retirement strategy, cash-flow analysis,...

  • Wealth Management Consultant

    3 weeks ago

    Buffalo, New York, United States RightWorks Staffing Full time

    As a Wealth Management Consultant at RightWorks Staffing, you will engage with our existing clientele while also forging new connections across diverse client categories, including affluent individuals, foundations, corporations, and retirement plans.Our comprehensive investment services encompass:retirement strategy, cash-flow analysis, estate planning...

  • Wealth Management Consultant

    3 weeks ago

    Buffalo, New York, United States RightWorks Staffing Full time

    As a Wealth Management Consultant at RightWorks Staffing, you will engage with our existing clientele while also fostering new connections across diverse client segments, including affluent individuals, charitable organizations, corporate entities, and retirement plans.Our comprehensive investment services encompass:retirement strategy development, estate...

  • Tax Senior Manager

    1 week ago

    Buffalo, New York, United States Emerald Resource Group Full time

    Job Title: Tax Senior ManagerJob Summary:We are seeking a highly skilled Tax Senior Manager to join our team at Emerald Resource Group. As a Tax Senior Manager, you will be responsible for providing tax compliance and consulting services to our clients, including preparing complex tax returns, performing detail-level reviews of work papers, and providing tax...

  • Senior Tax Consultant

    3 weeks ago

    Buffalo, New York, United States Remedy Intelligent Staffing Full time

    We are thrilled to present a remarkable opportunity for an experienced Senior Tax Consultant. Our client, a highly regarded firm in the Western New York region, is eager to integrate this professional into their dynamic team. Below are the essential details for your consideration:Position Title: Senior Tax ConsultantEmployment Type: Full-time/Direct Hire...

  • Senior Tax Consultant

    3 weeks ago

    Buffalo, New York, United States Jobot Full time

    Tax Senior - Elevate Your Career with JobotAbout Jobot:At Jobot, we pride ourselves on being a premier CPA firm with a legacy of excellence. Our dedication to our team and clients is at the forefront of our operations, ensuring we deliver exceptional service while fostering a supportive work environment.Why Join Jobot? Engaging and Impactful Work...

  • Senior Tax Analyst

    3 weeks ago

    Buffalo, New York, United States Jobot Full time

    Tax Senior - Join Jobot's Esteemed CPA TeamAbout Jobot:At Jobot, we pride ourselves on being a premier CPA firm with a rich history of excellence. Our mission is to prioritize both our employees and clients, ensuring top-tier service and satisfaction. Our dedication to fostering a supportive work environment has earned us the trust of numerous high-profile...

  • Senior Tax Analyst

    3 weeks ago

    Buffalo, New York, United States Jobot Full time

    Tax Senior - Join Jobot's Esteemed CPA TeamAbout Jobot:At Jobot, we pride ourselves on being a premier CPA firm with a legacy of excellence. Our focus is on fostering a supportive environment for both our employees and clients, ensuring top-tier service delivery. Our dedication to employee well-being has enabled us to build lasting relationships with...

  • Senior Tax Consultant

    3 weeks ago

    Buffalo, New York, United States Jobot Full time

    Tax Senior - Premier Firm for Individuals and CorporationsThis opportunity is hosted by Jobot.About Us:We are a leading CPA firm with over 30 years of expertise, dedicated to serving both individuals and businesses. Our core philosophy emphasizes the importance of our people and clients, ensuring that we provide exceptional service and maintain a competitive...

  • Senior Tax Consultant

    3 weeks ago

    Buffalo, New York, United States Jobot Full time

    Tax Senior - Premier Firm for Individuals and EnterprisesThis opportunity is presented by Jobot.About Us:We are a leading CPA firm based in New York, boasting over 30 years of expertise. Our foundational values prioritize our employees and clients, fostering an environment that enhances client experiences. Our commitment to excellence has attracted a...

  • Senior Tax Consultant

    3 weeks ago

    Buffalo, New York, United States Jobot Full time

    Tax Senior - Premier Firm for Individuals and CorporationsThis opportunity is presented by Jobot.About Us:We are a highly regarded CPA firm based in New York, boasting over 30 years of industry experience. Our commitment to our employees and clients is at the heart of our operations. We prioritize our team, believing that a supportive work environment leads...

  • Senior Tax Consultant

    3 weeks ago

    Buffalo, New York, United States Jobot Full time

    Tax Senior - Premier Firm for Individuals and CorporationsThis position is hosted by: JobotAbout Us:We are a highly regarded CPA firm based in New York, boasting over 30 years of expertise in the finance sector. Our commitment to our employees and clients is at the heart of our operations. We believe that prioritizing our team not only fosters a positive...

  • Senior Tax Accountant

    11 hours ago

    Buffalo, New York, United States SelectOne Full time

    About SelectOneOur client is a global consumer goods manufacturing company in Buffalo, NY.The Senior Tax Accountant is responsible for:Preparing and filing federal and multi-state tax returns, statements, and other reports at required intervals.Preparing paperwork for local, state, and federal level returns for submission.Examining, analyzing, and...

  • Investment Assistant II

    2 weeks ago

    Buffalo, New York, United States Citizens Full time

    About the RoleCitizens Securities, Inc. is seeking a highly motivated and detail-oriented Investment Assistant II to join our Wealth Management team. As a key member of our team, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as Liaison...

  • Investment Assistant II

    2 weeks ago

    Buffalo, New York, United States Citizens Financial Group, Inc. Full time

    About the RoleCitizens Financial Group, Inc. is seeking a highly motivated and detail-oriented Investment Assistant II to join our Wealth Management team. As a key member of our team, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as...

  • Investment Assistant II

    7 days ago

    Buffalo, New York, United States Citizens Full time

    Job SummaryCitizens is seeking a highly motivated and detail-oriented Investment Assistant II to join our Wealth Management team. As a key member of our team, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as a liaison between clients,...

  • Senior Tax Analyst

    3 weeks ago

    Buffalo, New York, United States Jobot Full time

    Senior Tax AccountantWe are seeking a dedicated professional to join our dynamic team at Jobot, where we value both our employees and clients. Our commitment is to deliver exceptional service, and we are looking for someone with a solid background in tax or audit within a public accounting environment.What we provide:Balanced Work/Life EnvironmentAttractive...