Our client, a well-known financial services firm in Midtown, NY, is looking for a Tax Associate to cover the firm’s Trust Company business line. This person will be responsible for assisting the firm’s third-party provider in preparing 1041s and other tax deliverables for their Trust Company. Additional responsibilities include gathering and verifying 1099s, Schedule K-1s, and financial statements. The ideal candidate will come with at least five years’ experience in Trust Account tax preparation for another Trust Company, and strong working knowledge of Thomson Reuters ONESOURCE software.
Responsibilities Include:
- Assist third party provider with tax deliverables for 1041 filings
- Gathering and validating associated trust tax data, including Schedule K-1s, 1099s, and financial statements
- Coordinate and facilitate quarterly payments
Requirements:
- 5+ years’ experience in fiduciary tax, ideally from a public and private tax background
- Advanced working knowledge of Thomson Reuters ONESOURCE Trust Tax system
- Strong communication skills and this ability to work independently
Pay: $50-55/hour
