Fiduciary Tax Associate
About The Position
Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service. Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel. Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Requirements
- 1-2 years fiduciary tax experience required
- Bachelor’s degree required
- Good computer skills and proficiency in Microsoft Word, Outlook, and Excel
- Familiarity with ProSystem fx and OneSource tax software
- Clear communicator with good writing skills
- Ability to work effectively under pressure
- Highly motivated self starter
- Well organized and attentive to detail
- Good listener and able to think on their feet
- Ability to work in a team structure
- Excellent organizational skills (able to handle multiple priorities)
- Ability to adapt to various changes
Nice To Haves
- Experience with Hedge fund K-1’s, ESBT’s and state nexus issues is a plus
Responsibilities
- Responsible for comprehensive fiduciary tax assignments that will consist of all aspects involved with the preparation and filing of federal and state tax returns, estimated payments and projections for non-grantor trusts, grantor trusts, charitable remainder trusts and private foundations
- Work closely with senior members of the fiduciary tax group, client account managers, clients and outside advisors
- Research various federal and state tax issues, utilizing internet research tools
- Correspond with various tax authorities
- Analyze and interpret trust instruments and other pertinent documents, including GST analysis
Benefits
- Competitive base salary plus discretionary annual bonus for select positions
- A 401(k) plan with a generous annual profit-sharing contribution
- Personalized development and career opportunities, including tuition reimbursement support
- Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
- Employee assistance (EAP) and wellness programs
- Paid time off and paid parental leave
- Employer-paid life insurance and short- and long-term disability coverage
- Legal services and financial wellness plans at no cost to employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
