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Client Tax Advisor

Company: Peapack-Gladstone Financial
Location: Bedminster
Posted on: September 25, 2022

Job Description:

FULL TIME ASSET & WEALTH MANAGEMENT (AWM) TAX ADVISOR AND PREPARER ROLE SUMMARY:

The tax services team provides tax compliance and consulting to HNW clients. The Tax Advisor will service assigned clients as well as participate in providing tax services to the broader private wealth management organization. Candidate must have working knowledge of complex individual and fiduciary tax compliance and state income tax returns and the ability to interact and advise clients, wealth advisors and planners. This involves participation in client meetings by providing tax planning opportunities and advice on the tax implications of transactions.

Key Responsibilities:

* Prepare and review of individual, gift and fiduciary tax returns
* Prepare projections for estimated taxes
* Conduct tax research
* Respond to any government inquiries
* Projections for tax implications of transactions
* Advise broader wealth organization

REQUIRED SKILLS: 1. Individual and Fiduciary Tax Return Compliance 2. Income Tax projections 3. Advisory to wealth advisors and financial planners

Qualifications:

* Bachelor's Degree required.
* 5-7+ years' experience
* CPA preferred. If not CPA, licensed attorney or enrolled agent

Knowledge, Skills & Abilities:

* Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint)
* Experience with commercial tax software - Intuit's Lacerte a plus
* Excellent verbal and written communication skills
* Strong attention to detail
* Ability to interact with senior management on a regular basis
* Ability to work independently or with minimal supervision
* Excellent analytical skills

Keywords: Peapack-Gladstone Financial, Newark , Client Tax Advisor, Accounting, Auditing , Bedminster, New Jersey

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