Tax Consultant
The Tax Consultant is responsible for the preparation and review of tax returns and estimates for an assignment of individual tax clients; advising the Tax Compliance Team members on area processes.
Responsibilities
- Prepare and review tax returns and estimates for individual clients.
- Advise the Tax Compliance Team members on Tax Compliance processes, including, but not limited to, filing tax returns, making tax payments, tracking returns and payments, and taking fees.
- Assist Tax Compliance Team members on area processes for the April tax deadline.
- Work closely with other Tax Team members to ensure the needs of the department are met.
Education, Experience & Qualifications
- Bachelor’s Degree in business or accounting concentration.
- Investment/Financial Services industry experience, with a strong foundation in back and middle office operations.
- Minimum 10 years’ experience in individual tax and/or tax compliance environment.
- Solid understanding of Investment Management concepts.
- Outstanding oral and written communication skills.
- Excellent organization skills, combined with persistence and good problem-solving skills.
- Strong interpersonal skills and the ability to interact effectively.
- Exercise judgment and use tact and discretion when handling complex and confidential matters, even in high stress situations.
- Ability to work well in a team environment and develop strong relationships with both department members as well as others through the office, including Trustees and Senior Management.
Skills
- Have both a strong work ethic and a sense of “getting it right”.
- Solid client service skills.
- Be a self-starter who is able to organize and manage own workload in a fast-paced environment.
- Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.
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