Tax Associate

Bessemer Trust•Village of Mineola, NY

22d•$85,000 - $110,000•Hybrid

About The Position

The Tax Associate will spend a majority of time working with ultra-high net worth individuals and families and all the related planning, projects and compliance requirements that may arise. This will include the preparation of tax returns and all related work papers in accordance with Bessemer Trust Tax Department standards. In addition, the individual will be involved in overseeing the filing of all tax forms and related disbursements with tax authorities, tracking the status of assignments and assisting in and becoming involved in the research of pertinent tax issues. This individual is expected to present the senior team members with a complete, timely and accurate client deliverable in an efficient manner.

Requirements

Minimum of 4-5 years’ experience in tax preparation
Good computer skills and proficiency in Microsoft Word, Outlook and Excel
Familiarity with tax software programs and BNA Income Tax Planner
Strong written and verbal communication skills
Must be able to communicate effectively with the team in both a remote and in-office work environment
Strong organizational skills with the ability to handle multiple priorities
Meticulous attention to detail. Must be thorough and accurate
High integrity and strong work ethic
Must be a team player and willing to work extra hours when necessary
Flexible, reliable and willing to take initiative
Open to feedback and eager to learn
Bachelors’ degree required

Nice To Haves

CPA, MBA, MST, CFP, JD or PFS beneficial

Responsibilities

Tax return preparation: Prepare moderate to complex Individual and Gift tax returns and to a limited extent prepare entity tax returns
Prepare quarterly and annual income tax projections, estimated tax vouchers and extension forms
Assist with consulting projects, as needed
Stay current on latest tax law changes
Leverage continuing education opportunities
Familiarity with private equity and hedge fund K-1s

Benefits

Eligible employees may participate in a 401 (k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage and paid holidays, vacation, and sick days.
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
Hybrid work environment: 60% in office, 40% remote for most positions
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