Tax,Trust and Estates/Attorney/In House/Cleveland, Ohio Counsel Jobs in Ohio - 28186 | Submit Resume | General Counsel Consulting
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Melinda Burrows
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Energy Service Company
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Tax,Trust and Estates/Attorney/In House/Cleveland, Ohio
Refer job# YPNE28186
 
Tax Accountant II The candidate as a Tax Accountant and member of company's Wealth Management organization, will be part of one of the nation's largest wealth management firms. Will be joining a team of seasoned investment professionals managing investment advisory services, utilizing sophisticated market strategies and top quality research. Also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals. Operate within federal, state, and local laws, regulations, cases, and practices in preparing and filing federal/state and local fiduciary, individual, estate, inheritance, charitable, gift, and generation skipping tax returns and forms for trust and investment accounts of moderate to high complexity. Research tax issues and communicate and discuss tax matters with clients, attorneys, clients, Trust Advisors, Investment Managers, and other service partners. On a daily basis, will review transactions in fiduciary accounts to ensure that tax reporting is correct and that tax responsibility of company is being served correctly and make necessary corrections to company records. Decisions make concerning the proper tax reporting and proper tax treatment will be based on review and understanding of trust documents, Wills, agency and other agreements. Decisions will arise from application of your experienced judgment, research, department practices and policies, and input from administrators, investment officers, attorneys, and members of the tax team. Expertise is critical to the proper performance by company of its fiduciary responsibilities and to the minimization of financial and reputational risk to company and, thus, will help retain current business and attract new business from satisfied clients. Will be responsible for managing tax notices and audits conducted by the taxing authorities, in working with in-house and external counsel in resolving issues of a complex nature, and in staying current with tax law changes and current best practices in the industry continuing research and training.

The candidate should preferable have BS/BA in Accounting, Finance, Business or Economics. MBA; CPA, JD, CTFA, MST, LLM, EA is desirable. 5+ years of tax preparation/research experience may be substituted for educational requirement. Should have 2+ years of tax preparation/research/public accounting experience. Must have demonstrated knowledge of broad range and depth of fiduciary tax matters. Should have ability to operate multiple tax processing systems and related software, trust accounting system of record, computer based research tools. Must be proficient oral and written communication skills to interface with clients, tax authorities, legal and other advisors, and peers. Should have ability to make tax analysis decisions based on independent and collaborative judgments, research, and efforts.
 
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Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.
 
 

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