TAX OFFICER
Company: Phaxis
Location: New York
Posted on: October 31, 2024
Job Description:
Pay Rate: $50-60.00
Job Description:
The Tax Officer prepares all necessary tax authority filing
requirements for clients of Private Wealth Management, either
directly or through outsourced vendor resources. In this role, you
will review federal and state estate, fiduciary, individual and
other tax returns. You 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. Fiduciary knowledge is a plus in this
role.
Responsibilities: Tax Management & Advisory:
- Review federal and state estate, fiduciary, individual, and
entity tax returns. Tax preparation of the returns will also be
required, as needed.
- 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.
- Analyze tax matters and drive appropriate business decisions by
making recommendations and involving key business resources.
- Ensure that records and information pertinent to taxes and
trust accounts are properly maintained through maintenance of tax
work paper files.
- Create financial statements and perform bookkeeping entries for
individuals and entities like partnerships, corporations, and
private foundations. 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.
Keywords: Phaxis, New York , TAX OFFICER, Accounting, Auditing , New York, New York
Didn't find what you're looking for? Search again!
Loading more jobs...