Tax Officer

New York, NY



  • Review federal and state estate, fiduciary, individual, and entity tax returns. Tax preparation of the returns will also be required, 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 which 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 key 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.




  • Bachelor’s degree or equivalent work experience
  • Minimum 5 years of relevant experience
  • CPA preferred
  • Ability to effectively articulate complex tax provisions and tax planning strategies
  • Strong technical tax knowledge and experience
  • Strong understanding of portfolio accounting and related systems
  • Experience with Microsoft Office products, particularly Excel and Word
  • Extensive knowledge of Quickbooks
  • Knowledge of CCH Prosystem a plus
  • Ability to utilize tax research software to perform tax research






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 2/18/2021
Salary $50.00/hr

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