The Crosby Company is a family office responsible for wealth management and preservation for multiple branches and generations of a single family. The Crosby Company provides middle and back office services to various individual businesses including Curatorial, Foundations, Investments, Trust, Tax and Private Real Estate.
This position is the primary information and control resource for tax planning and compliance for the various accounts and relationships managed and/or monitored by Beacon Trust Company
RESPONSIBILITIES:
Responsible for the income tax preparation and tax planning for various accounts/entities with primary responsibility for trust, corporate and partnership returns.
Provide guidance to Finance team and Operations to record transactions properly for accounting and tax purposes.
Develop entity specific workpapers dependent upon entity's asset holdings and filing requirements. This includes but is not limited to monthly breakpoint income allocation, tax basis and market value capital accounts and ownership percentage roll forwards.
Determine appropriate filings for new, existing, and terminating entities with changing asset holdings.
Organize quarterly review of trusts to determine appropriate estimated tax payments and project balance due with extension/return and coordinate with Trust Officers and Admins.
Participate in tax planning for trusts, beneficiaries, and other related accounts/entities in conjunction with outside counsel, accountants, and internal staff members.
Provide guidance to Finance team and Operations to record transactions properly for accounting and tax purposes.
Advise and assist other members of department staff on various transactions and trust accounting issues.
Research various tax topics and/or respond to Manager or Trust Officer inquiries.
Identify and recommend process improvements to Manager, with a specific eye to improve productivity, efficiency, accuracy, consistency and overall client service.
QUALIFICATIONS:
Master's Degree in Taxation/CPA or equivalent combination of education and experience
Preference for prior Big 4 CPA firm experience
Minimum 10 years related tax experience including partnership and corporate taxation
Working knowledge of Individual, Trust, Estate, Gift and Foundation tax rules
Understanding of trust accounting principles and procedures
Excellent spreadsheet skills required
Proficiency with CCH Axcess tax processing program
Excellent interpersonal skills and the ability to work effectively with a diverse group of people, including cross-functional and collaborative efforts.
Crosby Company of New Hampshire is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences comprising our workforce. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, genetic information, gender identityor any other applicable characteristics protected by law. We are committed to building an inclusive, high-performance organization reflecting diverse backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.
Location: Salem, NH OR Reno, NV (hybrid - work from home and on-site).
Compensation & Benefits: The Crosby Company of New Hampshire offers a competitive salary commensurate with experience, an annual performance-based bonus, and a comprehensive benefits package