Bessemer Trust · 2 months ago
Senior Fiduciary Tax Manager
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$145K/yr - $190K/yr
10+ years expBessemer Trust is a family office overseeing more than $200 billion in assets for wealthy individuals and families. The Senior Fiduciary Tax Manager will be responsible for preparing and filing federal and state tax returns for various types of trusts, mentoring junior staff, and collaborating with senior team members on planning and consulting projects.
Financial ServicesWealth Management
Responsibilities
Responsible for a comprehensive fiduciary tax assignment that will consist of all aspects involved with the preparation and filing of federal and state tax returns, estimated payments and projections for non-grantor trusts, grantor trusts, charitable remainder trusts and private foundations
Working in a group setting, this role will include the responsibility of reviewing and mentoring the work of junior staff
Work closely with senior members of the fiduciary tax group, client account managers, new business advisors, clients and outside advisors with the opportunity to get involved with planning and consulting projects for clients and prospects
Research various federal and state tax issues, utilizing internet research tools
Correspond with various tax authorities
Analyze and interpret trust instruments and other pertinent documents, including GST analysis
Qualification
Required
10+ years fiduciary tax experience required
Bachelor's degree required, CPA a plus
Good computer skills and proficiency in Microsoft Word, Outlook, and Excel
Clear communicator with good writing skills
Ability to work effectively under pressure
Highly motivated self-starter
Well organized and attentive to detail
Good Listener and able to think on their feet
Ability to work in a team structure
Strong organizational skills (able to handle multiple priorities)
Ability to adapt to various changes
Preferred
Familiarity with CCH Axcess and OneSource tax software a plus
Experience with Hedge fund K-1's, ESBT's and state nexus issues a plus
Experience with federal and state e-filings and e-payments a plus
Benefits
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
Paid time off and paid parental leave
Employer-paid life insurance and short- and long-term disability coverage
Legal services and financial wellness plans at no cost to employees
Company
Bessemer Trust
Bessemer Trust is an investment management, wealth planning, and client service.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kira Rosoff
Senior Vice President, Senior Wealth Advisor
R
Ryan Bottin
Vice President, Client Advisor
Recent News
2025-07-29
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