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Senior Tax and Fiduciary Officer

Position ID: JMS/PAsrtax
Location: Wayne PA

Senior Tax and Fiduciary Officer

Our client is a well-established, independently owned Trust Company with over $3 billion in assets under management. They provide a broad range of investment services for clients through separately managed portfolios representing a variety of investment styles.

 

They are seeking a Senior Tax and Fiduciary Officer to:

 

  • Handle tax return preparation: individual federal, state and local income tax returns; state and federal fiduciary income tax returns, 1040/1041s, and 1099 reporting; federal estate and applicable state or estate inheritance tax returns; Form 990 and 990-PF returns; Form 5227 split-interest trust returns.
  • Responsible for tax planning and the preparation of individual tax returns as well as the preparation of fiduciary returns for endowments, foundations, and other charitable trusts.
  • Meet with clients to prepare for and review tax filings and planning issues.

 

Requirements

  • CPA
  • Masters in Taxation
  • Minimum of 7 years of experience in financial services, tax, or investment industries
  • Enrolled Agent preferred
  • Strong written, verbal and interpersonal communication skills
  • Proficient in Onesource, SEI and other trust/tax accounting systems
  • Demonstrated ability to provide courteous and professional service to clients

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

To apply for this position, submit your resume by choosing one or more of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

  • Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/PAsrtax in the subject line.

 

  • Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/PAsrtax

 

NO CALLS PLEASE


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