Description Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Tax and Trust Advisor role for a growing trust company in Reno. The position is a combination of tax research, tax review, accounting and trust work for a variety of ultra high net worth clients. My client is seeking a tax professional who ideally has some trust tax experience, who is interested in other areas of accounting and trust operations. They expect to and are happy to train on the trust operations responsibilities. Drive all tax-related processes including payments, review of tax returns, tax filings, respond to tax notices (forward to accountants) and compliance. Work with client teams to prepare and review quarterly projections and estimated tax payments for the clients. Research, recommend and follow up on various tax planning and other ad hoc requests developing strategies to minimize tax liabilities and ensure compliance with tax laws. Enhance the process for detailed reviews of trust, partnership, and multistate tax returns. Work directly with the Trust Officers to support fiduciary decisions and trust administration responsibilities; partner with Trust Officers to maintain trust administration cohesion. (will be trained on this) Review cash transfers, investment actions, market value updates, proposed beneficiary distributions, and other trust accounting transactions. Effectively manage multiple on-going projects and successfully prioritize multiple tasks with good judgment and follow up. Communicate and coordinate with external client advisors, including investment advisers, accountants, attorneys, and family offices. Adhere to all compliance procedures and reinforce a strong compliance culture with the team. Actively suggest improvements to procedures and policies especially as it relates to tax matters.To be considered for the role: Bachelor’s in accounting. CPA preferred. Additional certification /credential preferred (i.e. JD /MBA/CTFA/CFP/CFA). Work Experience - At least 5 years of experience with 3 to 5 years public accounting tax experience with a Certified Public Accounting firm, ideally serving high net worth families or Family Office Services experience. Willingness to learn trust administration or planning with a focus on world–class service for high and ultra-high net-worth clients. Aptitude for utilizing technology to drive efficiency and effectiveness. Detail-oriented with excellent verbal and written communication skills including the ability to interact with varied audiences. Skilled at navigating challenging client-related tax matters and providing guidance and feedback honestly, directly, and constructively. Technically strong with demonstrated experience with sophisticated trust and asset structures. Strong working knowledge trust accounting. Excellent time management skills. High-level proficiency in MS Excel, PowerPoint, and Word. Detail-oriented and possess excellent organizational skills. Discretion and respect for confidential matters.The company is flexible in level they hire, and will consider candidates with as little as 5 years of experience (needs to be CPA, and that experience needs to be tax or tax/trust accounting mix) or someone who is currently a Tax Manager in a CPA firm looking for a change. They offer a competitive compensation package including a bonus up to 20% and strong benefits.Interested in learning more? Please apply today! Requirements Accounting Functions, Auditing, Compliance, Documentation, Trust tax, Corporate Tax Return, High-net-worth individual, Individual Tax Return, Tax - Individual, Trust accounting Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
