AVP-Tax Officer

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management fiduciary philanthropic and family office. Our founding familys century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat nimble and uniquely attuned to the needs and desires of both todays entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus collaboration performance and accountability family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary performance bonus equity consideration excellent medical and retirement plans.

POSITION SUMMARY

At Whittier Trust you will have the opportunity to grow your professional tax career in exciting new ways as a key member of Whittier Trusts Tax Team. Focused on serving our client base of ultra-high-net-worth individuals the Tax Team handles tax engagements that include offering tax advice identifying and applying tax minimization strategies as well as planning preparing tax returns and conducting reviews. Whittier Trusts clients present a diverse portfolio of interesting and challenging projects. As an Assistant Vice President & Tax Officer in our Tax department you will play a crucial role on our team and report directly to the Vice President of Tax Compliance.

PRIMARY RESPONSIBILITIES

Whittier Trust serves as trustee for many of our clients and we are responsible for providing accurate and timely tax compliance for corporations partnerships trusts and individual taxpayers.

Other main responsibilities include :

• Preparation and review of federal and state tax returns for ultra-high-net-worth individuals including gift tax returns.
• Preparation and review of federal and state tax returns for S corporations partnerships private foundations and trusts (complex grantor simple split-interest).
• Communicating complex tax issues to non-tax professionals and clients regarding their corporate partnership and fiduciary roles.
• Providing tax research drafting tax memoranda and assisting with quantitative modeling for private clients (for example calculating charitable contributions for a charitable split-interest trust).
• Liaising with and developing relationships with Whittier Trusts Client Advisory Team while communicating significant tax matters to the Director of Tax and Vice President of Tax Compliance.
• Assisting in developing other tax professionals within the department; reviewing their work and helping ensure they have the knowledge tools and opportunities needed to succeed.
• Identifying and responding to risks and opportunities to enhance our services and processes.
• Preparing accounting records for closely held business entities requiring a solid understanding of accounting fundamentals journal entries and book-to-tax adjustments.

Secondary responsibilities consist of :

REQUIRED QUALIFICATIONS

DISTINGUISHING CHARACTERISTICS

We are seeking tax professionals who are genuinely committed to delivering exceptional service to the over 500 families served by Whittier Trust within its multi-family office platform. Collaborating with colleagues across various wealth management disciplines you will leverage your experience and trusted advisor status to uphold and enhance Whittier Trusts reputation for excellence. The most ideal candidates will possess the following qualities :

COMPENSATION

Base salary range

$150000 - $185000 annually

Required Experience :

Unclear Seniority

Key Skills

Presentation Skills,Risk Management,Financial Services,IFRS,Banking,Pricing,Analysis Skills,Securities Law,Investment Banking,Relationship Management,Strategic Planning,Leadership Experience

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 150000 - 185000