Bessemer Trust
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
5-7 years fiduciary tax experience required Bachelor’s degree required Good 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 Good listener and able to think on their feet Ability to work in a team structure Excellent organizational skills (able to handle multiple priorities) Ability to adapt to various changes Compensation and Benefits
The base salary range for this position is $115K - $150K. 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 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 remains privately owned and independent in its approach to wealth management. Key Facts
For 118 years, Bessemer Trust has operated in a single line of business, independently owned by one family. Headquartered in New York with multiple offices nationwide.
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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
5-7 years fiduciary tax experience required Bachelor’s degree required Good 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 Good listener and able to think on their feet Ability to work in a team structure Excellent organizational skills (able to handle multiple priorities) Ability to adapt to various changes Compensation and Benefits
The base salary range for this position is $115K - $150K. 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 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 remains privately owned and independent in its approach to wealth management. Key Facts
For 118 years, Bessemer Trust has operated in a single line of business, independently owned by one family. Headquartered in New York with multiple offices nationwide.
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