• Location: Long Island NY
• Type: Perm
• Job #24699

Company Overview:
A private multi-family office managing over $200 billion in assets is seeking a Tax Specialist to join their Fiduciary Tax team.

Job Responsibilities:

• Review and manage complex trust and fiduciary tax filings, including grantor, non-grantor, charitable, and private foundation returns.
• Coordinate compliance cycles such as extensions, estimates, and projections across multiple entities.
• Advise on tax implications of trust structures and transactions.
• Partner with client account managers, wealth planners, and investment teams.
• Research multi-state and federal fiduciary tax issues and recommend solutions.
• Contribute to process enhancements and mentor junior team members.

Qualifications:

• Bachelor's degree required.
• Experience in fiduciary tax compliance with a trust, estate, or private client background.
• Strong technical understanding of fiduciary income taxation.
• Proficiency with ProSystem fx, OneSource, and Microsoft Office.

Compensation:
Salary: $100,000 – $160,000, Plus Bonus