Job Responsibilities:
- Responsible for a comprehensive fiduciary tax assignment 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
- Working in a group setting, this role will include the responsibility of reviewing and mentoring the work of junior staff
- Work closely with senior members of the fiduciary tax group, client account managers, new business advisors, clients and outside advisors with the opportunity to get involved with planning and consulting projects for clients and prospects
- 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:
- 10+ years fiduciary tax experience required
- Bachelor’s degree required, CPA a plus
- Good computer skills and proficiency in Microsoft Word, Outlook, and Excel
- Familiarity with CCH Axcess and OneSource tax software a plus
- Experience with Hedge fund K-1’s, ESBT’s and state nexus issues a plus
- Experience with federal and state e-filings and e-payments a plus
- Clear communicator with good writing skills
- Ability to work effectively under pressure
- Highly motivated self-starter
- Well organized and attentive to detail
- Good Listener and able to think on their feet
- Ability to work in a team structure
- Strong organizational skills (able to handle multiple priorities)
- Ability to adapt to various changes
The base salary range for this position is $145K - $190K. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.
In addition, this position may be eligible for a discretionary incentive-based bonus 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 covering and paid holidays, vacation, and sick days.
About Bessemer Trust
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.
Key Facts:
- For 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, Stuart, and Washington, D.C.
- To watch a video about Bessemer Trust’s history, click here.
- To learn more about Bessemer Trust, click here.
About Our Employee Rewards and Benefits:
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
- Competitive base salary plus discretionary annual bonus for select positions
- A 401(k) plan with a generous annual profit-sharing contribution
- Personalized development and career opportunities, including tuition reimbursement support
- Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
- Employee assistance (EAP) and wellness programs
- Hybrid work environment: 60% in office, 40% remote for most positions
- Paid time off and paid parental leave
- Employer-paid life insurance and short- and long-term disability coverage
- Legal services and financial wellness plans at no cost to employees
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.
Top Skills
What We Do
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.
