The Tax Accountant position is responsible for preparation of various types of tax returns for clients. The tax accountant will work with Fiduciary Trust’s investment officers to provide to provide guidance and advice to clients regarding tax planning.
Primary Responsibilities
Accurate and timely preparation of assigned Individual Income Tax Returns, Fiduciary Income Tax Returns, Income Tax Information Letters and Quarterly Estimated Tax Payments for assigned Individuals and Trusts.
Develop and maintain strong familiarity with in house and vendor systems (Onesource trust–tax, CCH Axcess, FIS Global Plus) for tax return production.
Maintain efficient work flow and demonstrate flexibility in adapting to changes in procedures and following established policies and procedures to ensure compliance with Federal and State tax law.
Furnish technical knowledge, advice, and consultation to all levels of staff and clients through effective verbal and written communication.
Bachelor’s degree CPA or EA designation preferred.
Minimum 5 years of tax preparation experience in a high-net-worth client environment.
Strong knowledge of tax law and compliance and experience in tax preparation software.
Excellent writing, analytical, and communication
Highly motivated, results-oriented and able to work independently under minimal supervision with an attention to detail and
Fiduciary Trust Company is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. We also provide a range of services to professional financial advisors and single-family offices. Our capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services.
Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in our clients’ best interests. Our client focus has enabled us to achieve a 98% average annual client retention rate for over a decade and be the recipient of over 40 industry awards over the past five years (see fidtrustco.com/awards). We have over $22 billion in assets under supervision and over 130 employees.
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