Senior Tax Professional

6 hours ago


Los Angeles, California, United States Anansys Staffing LLC Full time
Job Summary

We are seeking a highly skilled Senior Tax Professional to join our team at Anansys Staffing LLC. The ideal candidate will have prior experience preparing fiduciary tax returns (Form 1041) and a strong understanding of trust administration software and interface with third-party CPAs.

Key Responsibilities
  • Develop and maintain knowledge of OneSource Tax Application and its interface with trust administration software (FIS)
  • Timely distribution of tax information to third-party CPAs and evaluation of their performance
  • Interface with third-party CPAs to understand trusts and provide tax expertise
  • Ensure timely and accurate tax filings, including fiduciary tax returns and estate tax returns
  • Develop understanding of each trust to evaluate fiduciary tax returns and coordinate preparation, review, and signature of estate tax returns
  • Ensure timely tax payments and distribution of Beneficiary K1s
  • Attend Trust Committee meetings to provide tax expertise and provide feedback on performance of Trust Professionals
  • Act as internal resource for tax-related issues and provide tax-related training to Trust Professionals
  • Review potential new business for tax-related issues and act as point of contact for IRS examinations or audits
  • Coordinate responses to notices from tax authorities and ensure accuracy of tax coding in transaction data
Requirements
  • Prior experience preparing fiduciary tax returns (Form 1041) required
  • Bachelor's degree (Accounting, Finance, or Business preferred) and additional certification (MBA/CPA) strongly preferred
  • 2+ years of fiduciary tax experience with high net worth clients ($1MM+ level clientele) and experience with ultrahigh net worth multigenerational $50MM+ families preferred
Benefits
  • Medical, dental, and vision coverage
  • Basic life insurance, long-term disability insurance, AD&D
  • Health Flexible Spending Account (FSA)
  • Employee Assistance Program (EAP)
  • 401(K) with company match up to 4%
  • On-Site Parking or public transportation reimbursement
  • 4 weeks paid time off
  • 9 paid holidays + 2 paid floating holidays
  • Volunteer time off
  • Professional license reimbursement
  • Opportunities for advancement


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