Tax Associate
Tax Associate
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Job Description
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.
The Tax Associate is an integral member of the Tax Department working in collaboration with all members of the Whittier Trust team members.
PRIMARY RESPONSIBILITIES
Primary responsibilities will include but are not limited to the following:
- Preparation of accurate and IRS compliant reporting of brokerage and vendor 1099 forms and tax statements
- Independently managing internal inquiries regarding statement production
- Maintaining internal project management infrastructure including internal files and other systems
- Collaborating with Client Advisors to proactively monitor account profiles
- Ensuring proper coding of certain transactions within the trust accounting system
- Preparation of reports for data analysis using Excel and internal applications
- Managing relevant documents and forms related to retirement accounts
- Facilitating and processing tax payments through web portals of various tax authorities
- Assisting with special projects and additional tasks when necessary
DESIRED EDUCATION
- Bachelors degree in Accounting Finance or equivalent work experience
DESIRED SKILLS & EXPERIENCE
- Minimum of 2 years of relevant experience preferred
- Reliable and meticulous attention to detail
- Ability to maintain confidentiality and exercise independent judgment
- Highly organized with good time management skills
- Effective verbal and written communication skills
- Ability to manage and prioritize complex projects with occasional conflicting deadlines
- Collaborative team player with strong interpersonal skills
- High integrity with a diligent work ethic
- Commitment to continuous learning and improvement
- Excellent computer skills with knowledge and experience in Microsoft Office Suite including Word Excel and Outlook
- Familiarity with SharePoint and Power BI a plus
COMPENSATION
- Base salary range $55000 - $75000 annually
PRIMARY RESPONSIBILITIES
Primary responsibilities will include but are not limited to the following:
- Preparation of accurate and IRS compliant reporting of brokerage and vendor 1099 forms and tax statements
- Independently managing internal inquiries regarding statement production
- Maintaining internal project management infrastructure including internal files and other systems
- Collaborating with Client Advisors to proactively monitor account profiles
- Ensuring proper coding of certain transactions within the trust accounting system
- Preparation of reports for data analysis using Excel and internal applications
- Managing relevant documents and forms related to retirement accounts
- Facilitating and processing tax payments through web portals of various tax authorities
- Assisting with special projects and additional tasks when necessary
DESIRED EDUCATION
Bachelors degree in Accounting Finance or equivalent work experience
DESIRED SKILLS & EXPERIENCE
- Minimum of 2 years of relevant experience preferred
- Reliable and meticulous attention to detail
- Ability to maintain confidentiality and exercise independent judgment
- Highly organized with good time management skills
- Effective verbal and written communication skills
- Ability to manage and prioritize complex projects with occasional conflicting deadlines
- Collaborative team player with strong interpersonal skills
- High integrity with a diligent work ethic
- Commitment to continuous learning and improvement
- Excellent computer skills with knowledge and experience in Microsoft Office Suite including Word Excel and Outlook
- Familiarity with SharePoint and Power BI a plus
COMPENSATION
- Base salary range $55000 - $70000 annually
Required Experience:
IC
Employment Type
Full-Time
