Bessemer Trust · 1 day ago
Tax Associate
Miami, FL
Full-time
Hybrid
Mid Level
$85K/yr - $110K/yr
4+ years expBessemer Trust is a family office overseeing more than $200 billion in assets for ultra-high net worth individuals and families. The Tax Associate will prepare tax returns, assist with tax planning and compliance, and stay updated on tax law changes.
Financial ServicesWealth Management
Responsibilities
Tax return preparation: Prepare moderate to complex Individual and Gift tax returns and to a limited extent prepare entity tax returns
Prepare quarterly and annual income tax projections, estimated tax vouchers and extension forms
Assist with consulting projects, as needed
Stay current on latest tax law changes
Leverage continuing education opportunities
Familiarity with private equity and hedge fund K-1s
Qualification
Required
Minimum of 4-5 years' experience in tax preparation
Good computer skills and proficiency in Microsoft Word, Outlook and Excel
Familiarity with tax software programs and BNA Income Tax Planner
Strong written and verbal communication skills
Must be able to communicate effectively with the team in both a remote and in-office work environment
Strong organizational skills with the ability to handle multiple priorities
Meticulous attention to detail. Must be thorough and accurate
High integrity and strong work ethic
Must be a team player and willing to work extra hours when necessary
Flexible, reliable and willing to take initiative
Open to feedback and eager to learn
Bachelors' degree required
Preferred
CPA, MBA, MST, CFP, JD or PFS beneficial
Benefits
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
Research and Markets
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2025-06-04
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