Corporate Tax Expert
2 days ago
Job Title: Corporate Tax Expert
About The Crosby CompanyThe Crosby Company is a family office dedicated to wealth management and preservation for multiple branches and generations of a single family.
We offer trust administration, investment, and tax planning and compliance services among others.
Estimated Salary Range:$100,000 - $150,000 per year
Job Description:This position involves reporting to a Senior Tax Director within the Tax Department and serving as a primary information and control resource for income tax compliance and planning for various accounts and relationships managed by the company.
- Prepare and review income tax returns for trusts, corporations, and partnerships.
- Provide guidance to the Finance team and Operations to ensure accurate recording of transactions for accounting and tax purposes.
- Develop entity-specific work papers based on asset holdings and filing requirements.
- Determine appropriate filings for new, existing, and terminating entities with changing asset holdings.
- Review corporate tax workpapers and related extensions and returns.
- Prepare quarterly estimated tax payment calculations and coordinate with the Finance and Operations Teams to process tax payments.
Qualifications:
- Master's Degree in Taxation/CPA or equivalent combination of education and experience.
- Prior public accounting experience at a national or international firm preferred.
- 5+ years of related tax experience, including partnership and corporate taxation.
- Working knowledge of individual and trust tax rules, with estate and gift tax rules a plus.
- Understanding of trust accounting principles and procedures.
- Excellent spreadsheet skills required.
- Proficiency with CCH Axcess tax processing program.
This position requires excellent communication and interpersonal skills to effectively collaborate with outside counsel, public accounting firms, and trust officers. Internal contacts include all levels of the company from department staff to senior management.
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