Tax Associate

Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty.  Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client’s unique circumstances.

 The Tax Associate is responsible for preparing trust and individual tax returns.

Primary responsibilities include:

• The incumbent is responsible for tax return preparation, which includes assisting in the preparation and review of tax returns for individuals, businesses or organizations.
• Additionally, they will participate in tax research and analysis, client communication and support, compliance and reporting, and team collaboration and support
• Tax associate 2 responsible for the preparation of complex tax returns for a Financial Services firm located in Tarrytown, NY.

Essential Duties/Responsibilities 

• Prepare federal and multi-state income tax returns for individuals (including gift and estate taxes), partnerships, trusts and foundations. 
• Prepare quarterly and year-end income tax projections and estimated tax vouchers.
• Attend continuing education opportunities to stay current on tax law changes.      
• Prepare financial statements and complete cash reconciliations. 
• Assist with special accounting projects and administrative duties, as needed. 
• Provide assistance and training to less experienced staff. 
• Analyze and respond to inquiries from the IRS and state tax authorities. 
• Research various tax matters and report findings.                                                  

Qualifications/Requirements:

• Must be proficient in Microsoft Excel, Word, Outlook.
• Experience with Prosystem Fx Tax, BNA Tax Planner, and QuickBooks a PLUS.
• Must be available to work evenings and weekends during busy seasons.
• Strong Research and analytical skills.
• Ability to maintain confidentiality of tax and investment information.

Education/Training/Experience:

• Bachelor's degree preferred
• Minimum 1-year prior accounting/tax experience required.        

Pay Transparency 

The salary range for this position is $62,000-$68,000 annually. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.   

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. 

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.