Fiduciary Tax Associate

Job Responsibilities

• Responsible for comprehensive fiduciary tax assignments involving federal and state tax returns, estimated payments, and projections for various types of trusts.
• Work closely with senior members of the fiduciary tax group, client account managers, clients, and outside advisors.
• Research various federal and state tax issues using internet research tools.
• Correspond with various tax authorities.
• Analyze and interpret trust instruments and other pertinent documents, including GST analysis.

Qualifications

• 1-2 years fiduciary tax experience required.
• Bachelor’s degree required.
• Good computer skills and proficiency in Microsoft Word, Outlook, and Excel.
• Familiarity with ProSystem fx and OneSource tax software.
• Experience with Hedge fund K-1’s, ESBT’s, and state nexus issues is a plus.
• Clear communicator with good writing skills.
• Able to work effectively under pressure.
• Highly motivated self-starter.
• Well organized and attentive to detail.
• Able to listen and think on their feet.
• Able to work in a team structure.
• Excellent organizational skills (able to handle multiple priorities).
• Able to adapt to various changes.

Pay

The base salary range for this position is $70,000-80,000. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range. In addition, this position may be eligible for a discretionary incentive-based bonus based on individual and company performance.

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.

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. Founded in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. The firm operates continuously in a single line of business, independently owned by one family, and has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, hosting a wide range of technology and operations professionals. 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.