Hybrid Fiduciary Tax Manager at Bessemer Trust

Job Title: Fiduciary Tax Associate (Client Tax)

Location: Garden City

Company Information and Culture:

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations. We have over $100B in assets under supervision and our more than 1,100 employees serve clients from our 19 offices across the United States.

What makes Bessemer unique? We are a small firm with a strong culture and a collaborative work environment designed to enable you to do your best work and be your authentic self. Our people are at the heart of what we do and we provide resources to support their physical, emotional, and financial wellbeing. We offer a hybrid work environment, industry-leading benefits including free medical, dental and vision coverage for employees, and a generous profit-sharing plan to support your retirement.

Primary Responsibilities:

• Responsible for comprehensive fiduciary tax assignments that will consist of all aspects involved with the preparation and filing of federal and state tax returns, estimated payments and projections for non-grantor trusts, grantor trusts, charitable remainder trusts and private foundations
• Work closely with senior members of the fiduciary tax group, client account managers, clients and outside advisors
• Research various federal and state tax issues, utilizing internet research tools
• Correspond with various tax authorities
• Analyze and interpret trust instruments and other pertinent documents, including GST analysis

Qualifications:

• 3-5 years fiduciary tax experience required
• Bachelor's degree required
• Excellent computer skills and proficiency in Microsoft Word, Outlook, and Excel
• Familiarity with ProSystem fx and OneSource tax software
• Experience with Hedge fund K-1's, ESBT's and state nexus issues is a plus
• Clear communicator with good writing skills
• Ability to work effectively under pressure
• Highly motivated self-starter
• Well organized and attentive to detail, ability to work in a fast-paced environment
• Ability to work in a team structure
• Effective organizational skills (able to handle multiple priorities)

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.