Tax Director

7 days ago

Salem, United States The Crosby Company Full time
Job DescriptionJob Description

The Crosby Company is a family office responsible for wealth management and preservation for multiple branches and generations of a single family. Our affiliates provide trust administration, investment, and tax planning and compliance services, among others.

Reporting to a Senior Tax Director within the Tax Department, this position is one of the primary information and control resources for income tax compliance and planning for the various accounts and relationships managed and/or monitored by the Crosby Company

POSITION DUTIES:

Responsibilities:

  • Responsible for the income tax preparation and tax planning for various accounts/entities with primary responsibility for trust, corporate and partnership returns.
  • Provide guidance to Finance team and Operations to record transactions properly for accounting and tax purposes.
  • Develop entity specific work papers dependent upon entity’s asset holdings and filing requirements. This includes but is not limited to monthly breakpoint income allocation, tax basis and market value capital accounts and ownership percentage roll forwards.
  • Determine appropriate filings for new, existing, and terminating entities with changing asset holdings.
  • Participate in tax planning for trusts, beneficiaries, and other related accounts/entities in conjunction with outside counsel, accountants, and internal staff members.
  • Organize quarterly review of trusts to determine appropriate estimated tax payments and project balance due with extension/return and coordinate with Trust Officers and Admins.
  • Advise and assist other members of department staff on various transactions and trust accounting issues.
  • Research various tax topics and/or respond to Tax Team or Trust Officer inquiries.
  • Identify and recommend process improvements to Manager, with a specific eye to improve productivity, efficiency, accuracy, consistency, and overall client service.

QUALIFICATIONS:

Requirements:

  • Master’s Degree in Taxation/CPA or equivalent combination of education and experience
  • Preference for prior public accounting experience at a national or international firm
  • 5+ years 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
  • Excellent interpersonal skills and the ability to work effectively with a diverse group of people, including cross-functional and collaborative efforts.

This position involves a large amount of contact with outside counsel, representatives of public accounting firms, and consultation with trust officers. Internal contacts include all levels at the company from department staff to senior management.

The Crosby Company of NH is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences comprising our workforce. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, genetic information, gender identity or any other applicable characteristics protected by law. We are committed to building an inclusive, high-performance organization reflecting diverse backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be

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