Tax Officer
On-site · New York City, New York, United States
Job Summary
Tax Officer responsible for preparing and reviewing federal and state estate, fiduciary, individual, and entity tax returns for Private Wealth Management clients. Responsibilities include tax management and advisory, research on tax questions, staying informed on changes in tax laws, contributing to tax planning strategies, and advising Trust Officers, Relationship Managers, attorneys, and accountants on tax matters. Requires a Bachelor’s degree or equivalent experience, at least 5 years of relevant experience with CCH ProSystem, and strong tax knowledge across portfolio accounting and related systems; CPA preferred. Proficiency in Microsoft Office (Excel, Word) and QuickBooks; ability to articulate complex tax provisions and tax planning strategies; experience with tax research software.
Required 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
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