Tax Administrator

Whittier Trust Company•Reno, NV

1d•$55,000 - $70,000

About The Position

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

Requirements

Minimum of 3 years of relevant experience, preferably within the front office of a small to mid-sized public accounting firm
Experienced and knowledgeable in all forms of tax source documentation
Reliable and meticulous attention to detail
Ability to maintain confidentiality and exercise independent judgment
Highly organized with good time management skills
Effective verbal and written communication skills
Ability to manage and prioritize complex projects with occasional conflicting deadlines
Collaborative team player with strong interpersonal skills
High integrity with a diligent work ethic
Commitment to continuous learning and improvement
Excellent computer skills with knowledge and experience in Microsoft Office Suite, including Word, Excel, and Outlook, as well as CCH Axcess Tax

Nice To Haves

Familiarity with SharePoint is a plus

Responsibilities

Coordinating and managing tax documentation (e.g., W2s, K1s, 1099s) as they relate to the preparation of primarily trust income tax returns.
Maintaining internal project management infrastructure, including internal files such as engagement letters, client signature pages, and invoices, as well as workflow tracking and management tools
Collaborating with Whittier Trust’s client advisors & external vendors to proactively request and provide documentation, monitor account profiles, and deliverable timelines
Preparation of reports for data analysis using Excel and internal applications
Managing relevant documents and forms related to retirement accounts
Facilitating and processing tax payments through the web portals of various tax authorities, as well as electronic and paper filing of completed tax returns
Assisting with special projects and additional tasks when necessary