29 days old

Associate, Tax Specialist

Tiedemann Advisors
Wilmington, NC 28401
Job Description

The Tax Specialist will work closely with the Fiduciary Tax Manager and work to advise the Fiduciary Counsel, Trust Officers/Administrators, and other Tiedemann personnel on fiduciary income tax matters, estate planning issues, and other general or specific/complex tax issues that may affect Tiedemanns clients.

Job Responsibilities

  • Advise and assist Fiduciary Tax Manager and the members of the Trust team on income tax analysis of all fiduciary accounts that Tiedemann Trust Company is an appointed Trustee or Executor
  • Assist the Fiduciary Tax Manager in analyzing income tax consequences of distributions and/or investments in all fiduciary accounts
  • Responsible for completing and annually tracking all estimated tax payments and fiduciary income tax returns are filed
  • Responsible for annually tracking tax documents and refunds
  • Advise and assist on all income tax matters that may affect Tiedemann clients
  • Advise and assist on 1099 forms and other tax form issues
  • Responsible for research on various tax matters
  • Oversee and process IRS payments utilizing Electronic Federal Tax Payment System or EFTPS
  • Work with Client Service team and Operations team to acquire annual tax documents
  • Assist Fiduciary Tax Manager on various other projects and functions relating to tax matters for Tiedemann trustee appointments

  • Bachelors Degree in accounting and/or finance preferred
  • 3-5 years of experience in the trust industry, preferably with a concentration on income tax compliance
  • Experience preparing individual tax returns and estimates
  • Preferred experience preparing fiduciary tax returns
  • Exposure with Ultra High Net Worth (UHNW) Clients preferred
  • Strong verbal and written communication skills
  • Must have organizational and analytical skills
  • Proficiency in Microsoft Outlook, Word, Excel, PowerPoint
  • Ability to work independently on tasks and project

Additional Information

Applications are strongly encouraged from candidates reflecting diverse educational, cultural and experiential backgrounds.

Company Description

Tiedemann Advisorsis an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, and trust, estate and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Founded in 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Dallas, Aspen, Palm Beach, Portland and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $20billion in assets.

Posted: 2021-02-01 Expires: 2021-03-04

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Associate, Tax Specialist

Tiedemann Advisors
Wilmington, NC 28401

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