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Tax Staff

Company: LTD Global, LLC
Location: Palo Alto
Posted on: February 14, 2021

Job Description:

Role:* Manage tax and compliance deliverables within Family Office Services (FOS) through assignment of returns and related filings (extensions, etc)* Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise; Prepare and provide details for discussion and resolution* Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)* Successfully research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues* Manage all tax deliverables: gather and review tax data from client, assign staff resources to prepare work papers and tax returns and oversee detailed review of prepared returns* Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papersRequirements:Bachelor's degree in business, accounting or related field preferred, MBA or MST a plus; CPA training desirable* 1-2 years of experience in trusts, estate planning, fiduciary work* 1-2 years of experience servicing High Net Worth (over $1M) clients* Working knowledge use of Go Systems Software, Advanced Excel (Pivot Tables, Vlookups)* Client service background (CPA firms, wealth management firms)Powered by JazzHRbYPniEoYoO

Keywords: LTD Global, LLC, Palo Alto , Tax Staff, Accounting, Auditing , Palo Alto, California

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