Location: Wilmington, DE
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
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. With more than 1,200 employees, our focus is on private wealth management—disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service. Established in 1907 by Henry Phipps, Bessemer Trust remains in its seventh generation of ownership by the Phipps family and remains a privately owned, independent wealth manager dedicated to providing peace of mind to its clients.
Benefits
- 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
Equal Opportunity
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.
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