Senior Corporate Tax Associate
Bessemer TrustAbout the role
Bessemer Trust is currently seeking a talented Tax professional to join our Corporate Tax Department. The Corporate Tax Department is responsible for the tax compliance, tax accounting, tax planning and business unit tax advice for the firm and other closely held legal entities and investment vehicles. Specifically, this position will focus on the Family Office Investment Vehicles including private equity, venture capital, hedge funds and other diversifying investments. The Senior Corporate Tax Associate will be responsible for assisting in the preparation and review of partnership and corporate tax workpapers/returns, annual corporate tax provisions and transactional analysis for various investment management legal entities.
Core responsibilities
- Preparation and review of investment partnership federal and state workpapers, quarterly estimates, tax distribution calculations, K-1s, and tax returns
- Preparation and review of corporate blocker federal and state workpapers, quarterly estimates, tax returns, and tax provisions
- Review of portfolio company and co-invest federal and state workpapers, estimated income, K-1s, and tax returns
- Federal and state research to determine tax filing requirements and analyze the impact of changes in legislation
- Transaction based tax planning and research
- Tax compliance management for multiple legal entities in a time sensitive environment
- Tax audit support, including preparing responses to federal and state IDRs and notices
- Providing support to the accounting function with respect to tax related entries included within financial statement reporting
- Special projects
Qualifications
- 3+ years of hands-on income tax experience in an investment management organization or public accounting firm
- Bachelor’s or Master’s degree in tax or accounting
- CPA or EA Preferred (or actively pursuing)
- Solid experience in partnership, corporate, and multi-state tax compliance, with exposure to the investment management industry. Strong analytical, organizational, and written/oral communication skills
- Experience performing tax research and familiarity with tax research tools
- Experience dealing with complex tax issues in a real-time environment
- Experience managing multiple simultaneous projects
- Effective managerial and time management skills, with a hands-on approach
- Excellent work ethic with high level of accountability
- Proficiency with Microsoft Excel
- Knowledge of Thomson Reuters GoSystem or ONESOURCE Income Tax a plus
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,
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