Job Description
Organization
RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest.
As your wealth grows so does the complexity of managing it. Your advisor and team of professionals are in lock step with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.
Role Overview
The primary responsibility for this position is the preparation and timely filing of federal and state individual and fiduciary income tax returns, charitable returns, and tax estimates of the highest complexity, including the gathering and analysis of all information needed to complete these returns and to determine the lowest lawful tax burden for the client.
The incumbent also prepares and timely files other related tax returns, tax estimates and tax information documents, and performs calculations of the highest complexity of various tax scenarios to assist and work with both clients and the lawyers with strategic tax planning.
Responsibilities
- Prepares and timely files federal and state individual and fiduciary income tax returns of the highest complexity as assigned, including quarterly federal and state tax estimates as required.
- Prepares and timely files required tax returns and estimates or withholding as applicable for non-profit organizations, non-resident alien trust beneficiaries and other return preparation assignments.
- Prepares and timely files federal gift tax returns and performs gift tax planning projections as requested.
- Performs federal and state income tax projections and planning to assist the lawyers in strategic tax planning for clients.
- Analyzes trusts and other documents to determine the tax return requirements for related accounts.
- Reviews tax returns and other work product prepared by other tax accountants.
- Prepares amended returns, claims for refunds and applications for abatement as needed to determine the proper tax liability for accounts assigned to the incumbent. Reviews said documents when prepared by other income tax accountants.
- Conducts and participates in audits of a client's tax return(s) with federal and state tax authorities of any tax returns prepared by the incumbent, or an income tax accountant.
- Serves as mentor to income tax accountants and provides consultative and interpretative support to other tax accountants within Tax Services on tax and technical support matters.
- Assists in formulating and drafting appropriate policies and procedures.
- Executes other duties assigned which are consistent with the objective of delivering timely and accurate tax administration services to our clients.
- Mentors income tax accountants in various areas of taxation and department policy and procedures.
- Participates in special projects as assigned
Education, Experience and Qualifications
- A bachelor's degree or equivalent in a business-related discipline is required, with a degree in accounting preferred. An advanced degree is taxation is preferred.
- CPA certification, or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required.
- Minimum of ten (10) years of experience in preparation of sophisticated individual and fiduciary income tax returns is required, with at least five (5) years direct fiduciary tax experience in a law firm, accounting firm or bank trust department preferred.
- Working knowledge of tax preparation software systems is required.
- Prior experience with Onesource Trust Tax is preferred.
- Familiarity with standard office practices and personal computer software, such as Word and Excel is required.
Essential Capabilities
- Ability to interact effectively with all levels of personnel, including management staff and support staff.
- Ability to interact professionally and effectively with clients, both internal and external.
- Ability to be a proactive, self-starter, who understands the details within a much larger context.
- Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks.
- Able to work in a collaborative style and environment.
- Must be team-oriented and able to share information, goals, opportunities, successes and failures with the appropriate parties.
- Ability to plan, organize and carry out multiple related activities.
- Ability to influence at all levels of the organization.
- Ability to work effectively in a culturally and educationally diverse environment.
- Must pay attention to details and have the ability to follow up and follow through.
Compensation
The anticipated base salary range for this position is $160,000.00 - $180,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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Job Tags
Local area, Flexible hours, Shift work,