Tax Officer

Description Are you a Tax Officer who is looking to join one of the top companies within the Banking Industry ? Are you looking to further your career and grow? Do you have experience with CCH ProSystem fx? If you answered yes to those three questions, then apply today! Acara Solutions is seeking highly qualified candidates to work Hybrid with our client in New York, NY. Interested? Here's what you'd do: The Tax Officer prepares all necessary tax authority filing requirements for clients of Private Wealth Management, either directly or through outsourced vendor resources. In this role, you will review federal and state estate, fiduciary, individual, and other tax returns. You will also provide valuable input to the development of tax planning strategies, articulating these to Trust Officers, Relationship Managers, clients, and other internal and external constituents. Review federal and state estate, fiduciary, individual, and entity tax returns. Tax preparation of the returns will also be necessary as needed. Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations. Provide input to the development of tax planning strategies. Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters that affect the management of accounts. Develop and review tax plans to minimize overall estate and income taxes, with support from the Senior Tax Officer. Analyze tax matters and drive appropriate business decisions by making recommendations and involving essential business resources. Ensure that records and information pertinent to taxes and trust accounts are properly maintained through maintenance of tax work paper files. Create financial statements and perform bookkeeping entries for individuals and entities like partnerships, corporations, and private foundations. Here's what you'll get: Pay rate: $60.00/hour. Hours: 40 hours/week Length: Temp to Direct (3 Months) Sound like a good fit? APPLY TODAY About Acara Solutions Acara is a premier provider of recruiting and workforce solutions, and we help companies compete for talent. With a legacy of needs in various industries worldwide, we partner with clients, listen to them, and customize visionary talent solutions that drive desired business outcomes. We leverage decades of experience to deliver contingent staffing, direct placement, executive search, and workforce services worldwide. Job Requirements Required Skills / Qualifications: Bachelor's Degree Minimum of 5 years experience with CCH ProSystem fx Minimum of 5 years experience in technical tax Minimum of 5 years experience with Microsoft Office products, particularly Excel and Word Minimum of 5 years experience in QuickBooks Preferred Skills / Qualifications: Fiduciary knowledge CPA Ability to effectively articulate complex tax provisions and tax planning strategies Strong understanding of portfolio accounting and related systems Ability to utilize tax research software to perform tax research Additional Information: Upon offer of employment, the individual will be subject to a background check and a drug screen. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Aleron companies (Acara Solutions, Aleron Shared Resources, Broadleaf Results, Lume Strategies, TalentRise, Viaduct) are Equal Employment Opportunity and Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sexual orientation, national origin, genetic information, sex, age, disability, veteran status, or any other legally protected basis. The Aleron companies welcome and encourage applications from diverse candidates, including people with disabilities. Accommodations are available upon request for applicants taking part in all aspects of the selection process. Applicants for this position must be legally authorized to work in the United States. This position does not meet the employment requirements for individuals with F-1 OPT STEM work authorization status. Apply

Created: 2024-11-02