Bessemer Trust · 4 days ago
Senior Tax Associate
Garden City, NY
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $115K/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 Senior Tax Associate will be responsible for preparing tax returns, overseeing tax filings, and assisting with tax-related research and projects.
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
401 (k) program with a company profit sharing contribution
Medical, dental, vision, life insurance and disability coverage
Paid holidays, vacation, and sick days
Discretionary annual bonus for select positions
Tuition reimbursement support
Employee assistance (EAP) and wellness programs
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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