Bessemer Trust · 1 month ago
Fiduciary Tax Administrator
Garden City, NY
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $85K/yrBessemer Trust is seeking a detail-oriented and proactive Fiduciary Tax Administrator to join their Fiduciary Tax Admin Team. This role is essential in supporting the tax team with all administrative aspects of filing fiduciary income tax returns and managing related documentation.
Financial ServicesWealth Management
Responsibilities
Draft and manage engagement letters for fiduciary tax services
Collaborate with the administrative team to e-file tax returns accurately and efficiently
Coordinate the timely mailing of completed tax returns to meet strict deadlines
Ensure compliance with internal procedures and regulatory requirements
Excellent organizational and time-management skills; ability to balance multiple, often conflicting priorities
Proactive and self-starting; ability to anticipate the needs of the team or executive and follow-up without prompting
Strong interpersonal and communication skills; able to coordinate across departments
High attention to data integrity, detail, and process
Assist in preparation of account opening documentation and account profiles
Perform cash management functions and related transactions
Optimum screening of incoming communications and routing for action and follow-up
Retrieve, distribute and record Federal and State tax notices, prepare FedEx shipments
Establish effective working relationships with colleagues and external contacts and may be required to provide flexible support to other team members as required
Qualification
Required
Prior experience in fiduciary tax administration or trust tax preparation preferred
Strong organizational skills and attention to detail
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Proficiency in Microsoft Office Suite; experience with tax software is a plus
Excellent communication and teamwork skills
Highly motivated self-starter
Ability to work in a team structure
Ability to adapt to various changes
Benefits
Discretionary incentive based on individual and company performance
401 (k) program with a company profit sharing contribution
Medical, dental, vision, life insurance and disability coverage
Paid holidays, vacation, and sick days
Company
Bessemer Trust
Bessemer Trust is an investment management, wealth planning, and client service.
Founded in 1907
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
Research and Markets
2025-06-09
Hindu Business Line
2025-06-04
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