Our client in Orange County, a premier one-of-a-kind investment management firm is looking to hire a Sr. Tax Analyst. Looking for straight public tax professionals as well as straight industry candidates as well. Come on over to not only an industry leader but a world leader.
Review, approve information/entries, and supporting documentation with increasing complexity to ensure accounting and tax records are accurate, including reviewing trust documents to assist with account onboarding and tax planning strategy
Perform tax compliance functions, including planning, monitoring, analyzing, and reporting for high net worth trust accounts
Consult with client relationship teams to assist with trust administration and tax inquiries
Play a key role as a technical subject matter expert and will provide guidance to others
Expected to answer questions, contribute to discussions, and encourage others to share their perspective.
Bachelor’s degree; CPA or Master of Taxation and/or relevant advanced degree is preferred
Highly experienced with tax return compliance and have extensive knowledge of tax rules for trusts and foundations
Interest and ability to learn the investment management industry as it relates to US and non-US tax regulations, investment mandates, investment vehicle structures, investment operations, third party providers, competitive landscape, reporting and regulatory environment
Ability to lead and/or participate in projects and team/department initiative