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Brown Advisory · 11 hours ago

Fiduciary Tax Associate

Baltimore, MD

Full-time

Onsite

Mid Level

$85K/yr - $90K/yr

3+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Fiduciary Tax Associate will organize and evaluate tax return data for trusts and foundations, facilitate timely tax return filings, and communicate with various stakeholders to ensure optimal client service and compliance with tax laws.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Organize and evaluate tax return data for trusts and private foundations

Facilitate the timely filing of trust and foundation tax returns with collaboration with a big four accounting firm and execution of tax payments on the client’s behalf

Effectively communicate and coordinate with outside tax accountants to review and analyze federal and state fiduciary tax and informational returns for non-grantor trusts, private foundations, supporting organizations and charitable split-interest trusts

Communicate with CPAs and attorneys to analyze and answer questions concerning partnership K-1s, trust beneficiary K-1s and grantor tax letters

Maintain correspondence with the IRS and various state taxing authorities

Coordinate and communicate with private client relationship advisors, strategic advisors, portfolio managers and outside custodians to achieve optimal reporting and client service

Recommend tax efficient strategies by researching federal, state, and local taxation issues

Provide additional expertise in the review, interpretation, and implementation of new or revised tax laws and be able to explain tax law and implications to others

Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations

Research and complete special projects as they arise – be able to think creatively and strategically

Qualification

Tax experienceCPA licensePartnership tax accountingThomson Reuters OneSourceAccounting skillsTax research proficiencyInterpersonal skillsOral communicationWritten communication