Tax Associate
Company: Chilton Trust
Location: Stamford
Posted on: March 18, 2023
Job Description:
The Tax Associate will handle the following:
Perform tax compliance functions for
high net worth individuals and their families including - return
preparation and planning. - Return types include income, gift and
estate, trusts, partnerships, S Corps, and private foundations for
our clients. Prepare and analyze comprehensive quarterly income tax
projections that incorporate multiple scenarios in order to
determine the optimal tax planning strategies to recommend to
individual clients. Research tax issues facing our clients and
formulate professional opinions.Correspond with the IRS and state
tax authorities as needed to respond to tax notices, resolve
disputes, and assist in the audit process, if necessary.Proactively
keep apprised of the ever-changing tax landscape (e.g., laws,
proposals, tax strategies, etc.) as it relates to our clients.
Assist our clients in gathering their tax documents and
information, responding to clients' questions and requests, etc.Be
receptive to developing the critical skills necessary to build and
sustain a strong professional tax proficiency as well as grow and
nurture client relationships.Work well with remote team members
located in different CTC offices or on work from home
days.Candidate DescriptionQualified candidates should have a
Bachelor's degree in accounting with 3 or more years' experience in
public accounting specific to taxation of individuals. Applicant
should also have an understanding of trust, gift, estate, private
foundation, and partnership taxation. Furthermore, applicant should
have basic knowledge of taxation of financial instruments and
general familiarity with financial products and trading including
stocks, bonds, and alternative/private investment vehicles. -
Chilton seeks candidates who have outstanding analytical skills
coupled with strong organizational and communication skills.
Applicant should be proactive, motivated, a self-starter,
passionate, and work well in a team environment. - CPA credential
required; graduate degree a plus.We offer a competitive and
comprehensive compensation -and benefits package that is based on,
among other things, your overall performance and contributions to
the firm. - The salary range for this job is $85,000-100,000. -
Base salaries are determined based on a wide variety of factors
including but not limited to, years of relevant experience,
education and other qualifying factors like additional
accreditations. - Base salary does not include other forms of
compensation and benefits including medical and dental coverage,
disability and life insurance, 401(k) plan (and company match on
contributions made) and accrued paid time (which may vary based on
role and tenure). - We are currently operating in a hybrid work
environment (generally working 304 days in the office depending on
the role), which allows for flexibility for all employees.Powered
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Keywords: Chilton Trust, Stamford , Tax Associate, Accounting, Auditing , Stamford, Connecticut
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