Senior Tax Consultant
4 weeks ago
We are seeking a highly skilled Tax Officer to join our client's team in New York, NY. As a key member of the Private Wealth Management team, you will be responsible for preparing tax authority filing requirements for clients, either directly or through outsourced vendor resources.
Key Responsibilities
* Review federal and state estate, fiduciary, individual, and entity tax returns
* Provide valuable input to the development of tax planning strategies, articulating these to Trust Officers, Relationship Managers, clients, and other internal and external constituents
* Analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations
* Develop and review tax plans to minimize overall estate and income taxes, with support from the Senior Tax Officer
* Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters that affect the management of accounts
Requirements
* Bachelor's Degree
* Minimum of 5 years experience with CCH ProSystem fx
* Minimum of 5 years experience in technical tax
* Minimum of 5 years experience with Microsoft Office products, particularly Excel and Word
* Minimum of 5 years experience in QuickBooks
Preferred Qualifications
* Fiduciary knowledge
* CPA
* Ability to effectively articulate complex tax provisions and tax planning strategies
* Strong understanding of portfolio accounting and related systems
* Ability to utilize tax research software to perform tax research
What We Offer
* Competitive pay rate of $60.00/hour
* Opportunity to work with a premier provider of recruiting and workforce solutions
* Collaborative and dynamic work environment
About Acara Solutions
Acara is a premier provider of recruiting and workforce solutions, helping companies compete for talent. We partner with clients, listen to them, and customize visionary talent solutions that drive desired business outcomes.
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