Tax Professional

4 weeks ago


New York, New York, United States US Tech Solutions Full time
Tax Officer Role

This position involves preparing tax authority filing requirements for clients of Private Wealth Management. The role requires experience with CCH Pro System fx and involves reviewing federal and state estate, fiduciary, individual, and other tax returns. The Tax Officer will also provide valuable input to the development of tax planning strategies, articulating these to Trust Officers, Relationship Managers, clients, and other internal and external constituents.

Responsibilities:

Review federal and state estate, fiduciary, individual, and entity tax returns.
Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations.
Provide input to the development of tax planning strategies.
Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts.
Develop and review tax plans to minimize overall estate and income taxes, with support from the Senior Tax Officer.

Qualifications:

Bachelor's degree or equivalent work experience.
Minimum 5 years of relevant experience with Knowledge of CCH ProSystem.
CPA preferred.
Ability to effectively articulate complex tax provisions and tax planning strategies.
Strong technical tax knowledge and experience.
Strong understanding of portfolio accounting and related systems.
Experience with Microsoft Office products, particularly Excel and Word.
Extensive knowledge of QuickBooks.
Ability to utilize tax research software to perform tax research.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. We are an Equal Opportunity Employer and welcome all qualified applicants to apply for this role.

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