Tax Associate

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Position Summary

The Tax Associate will spend a majority of time working with ultra‑high net worth individuals and families and all the related planning, projects and compliance requirements that may arise. This will include the preparation of tax returns and all related work papers in accordance with Bessemer Trust Tax Department standards. In addition, the individual will be involved in overseeing the filing of all tax forms and related disbursements with tax authorities, tracking the status of assignments and assisting in and becoming involved in the research of pertinent tax issues.

This individual is expected to present the senior team members with a complete, timely and accurate client deliverable in an efficient manner.

• Tax return preparation:
  Prepare moderate to complex Individual and Gift tax returns and to a limited extent prepare entity tax returns.
• Prepare quarterly and annual income tax projections, estimated tax vouchers and extension forms.
• Assist with consulting projects as needed.
• Stay current on latest tax law changes.
• Leverage continuing education opportunities.
• Familiarity with private equity and hedge fund K‑1s.

• Minimum of 1‑3 years’ experience in tax preparation.
• Good computer skills and proficiency in Microsoft Word, Outlook and Excel.
• Familiarity with tax software programs and BNA Income Tax Planner.
• Strong written and verbal communication skills.
• Must be able to communicate effectively with the team in both a remote and in‑office work environment.

• Strong organizational skills with the ability to handle multiple priorities.
• Meticulous attention to detail. Must be thorough and accurate.
• High integrity and strong work ethic.
• Must be a team player and willing to work extra hours when necessary.
• Flexible, reliable and willing to take initiative.
• Open to feedback and eager to learn.

• Bachelor’s degree required; CPA, MBA, MST, CFP, JD or PFS beneficial.

The base salary range for this position is $75,000 - $95,000. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. In addition, this position may be eligible for a discretionary incentive based on individual and company performance. Eligible employees may participate in a 401(k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage and paid holidays, vacation, and sick days.

• Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
• Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self‑made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
• Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

• For more than 118 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle,…