Senior Income Tax Advisor-Private Client-Any TD location available
Senior Income Tax Advisor-Private Client-Any TD location available
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$ 86840 - 139360
1 Vacancy
Job Description
Work Location:
Marlton New Jersey United States of AmericaHours:
40Pay Details:
$86840 - $139360 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.
As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD WealthJob Description:
The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax compliance relationship management and planning for an assigned section of individual tax clients and trusts and estates. Works closely with Trust Officers and Investment Counselors to obtain tax information file returns and ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file activity to full-time Tax Analyst staff as well as temporary tax season preparers
Depth & Scope:
- Works independently
- Requires management support only in complex or unusual situations
- Manages PCS Income Tax Advisor
- Team leader for selected region
- Manages projects where depth and breadth of expertise includes multiple businesses and delivery modes
- Maintains comprehensive understanding of current and proposed income tax laws and regulations
- Evaluates their effect on the divisions Clients products and strategic objectives
- Reviews key income tax issues on a regular basis
- Evaluates the impact of current trends and events on Client income tax situations alerts other internal staff to findings and develops recommendations to minimize Client tax liability and improve overall financial situations
- Supports business development activities coordinating with internal financial advisors portfolio managers external advisors existing high net worth Clients prospects and others to retain accounts cross-sell existing Clients and develop new business relationships
- Conducts product knowledge presentations with individual and institutional Clients providing in-depth knowledge about tax products and services
- Coordinates with other staff internal departments and outside professionals to resolve more difficult Client Customer service issues problems and requests
- Communicates and ensures that regional staff communicates regularly with financial advisory portfolio management fiduciary services and other appropriate internal areas to give and receive updated Client information
- Provides support and counsel to Relationship Managers
- Coordinates with department management in the development of overall regional and group objectives policies and procedures covering income tax business plans financial policies quality control processes and marketing goals including budget and fee structures. Provides input based on problems issues and opportunities that arise in the region
- Maintains in-depth knowledge of investment product taxation including federal income tax law multi-state income tax laws and foreign tax treaties
- Evaluates the impact of current trends and events on Client accounts alerts other internal staff to findings and makes policy recommendations to more experienced tax staff and management based on analysis
- Coordinates income tax services for a designated region as a first level supervisor according to established Company policies and applicable legal and regulatory guidelines
Education & Experience:
- Bachelors degree or progressive work experience in addition to experience below
- 7-10 Years of related experience
- CPA preferred
- Supervisory experience required
- In-depth knowledge of fiduciary and/or personal income taxation
- Project management skills
- Action oriented
- Strong analytical skills
- Sales skills
- Possesses business Acumen has line of business credibility
- Communication skills both written and verbal
- Strong background in the use of technology
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- Domestic Travel Occasional
- International Travel Never
- Performing sedentary work Continuous
- Performing multiple tasks Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds Occasional
- Sitting Continuous
- Standing Occasional
- Walking Occasional
- Moving safely in confined spaces Occasional
- Lifting/Carrying (under 25 lbs.) Occasional
- Lifting/Carrying (over 25 lbs.) Never
- Squatting Occasional
- Bending Occasional
- Kneeling Never
- Crawling Never
- Climbing Never
- Reaching overhead Never
- Reaching forward Occasional
- Pushing Never
- Pulling Never
- Twisting Never
- Concentrating for long periods of time Continuous
- Applying common sense to deal with problems involving standardized situations Continuous
- Reading writing and comprehending instructions Continuous
- Adding subtracting multiplying and dividing Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.
TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g. eligibility for cash and/or equity incentive awards generally through participation in an incentive plan) and several other key plans such as health and well-being benefits savings and retirement programs paid time off (including Vacation PTO Flex PTO and Holiday PTO) banking benefits and discounts career development and reward and recognition. Learn more
Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.
Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age disability status as a protected veteran or any other characteristic protected under applicable federal state or local law.
If you are an applicant with a disability and need accommodations to complete the application process please email TD Bank US Workplace Accommodations Program at . Include your full name best way to reach you and the accommodation needed to assist you with the applicant process.
Required Experience:
Senior IC
Employment Type
Full-Time
