Job Description

Job Description

Job Description

Organization

RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.

Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $16 billion in assets.

We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.

Role Overview

The primary responsibility for this position is the preparation and timely filing of federal and state individual and fiduciary income tax returns, charitable returns, and tax estimates of the highest complexity, including the gathering and analysis of all information needed to complete these returns and to determine the lowest lawful tax burden for the client.

The incumbent also prepares and timely files other related tax returns, tax estimates and tax information documents, and performs calculations of the highest complexity of various tax scenarios to assist and work with both clients and the lawyers with strategic ta x planning.

Responsibilities

• Prepares and timely files federal and state individual and fiduciary income tax returns of the highest complexity as assigned by the Manager of Tax Services ("Manager"), including quarterly federal and state tax estimates as required.

• Prepares and timely files required tax returns and estimates or withholding as applicable for non-profit organizations, non-resident alien trust beneficiaries and other return preparation assignments as determined by the Manager.

• Prepares and timely files federal gift tax returns and performs gift tax planning projections as requested by the lawyers and as assigned by the Manager.

• Performs federal and state income tax projections and planning to assist the lawyers in strategic tax planning for clients as assigned by the Manager.

• Analyzes trusts and other documents to determine the tax return requirements for related accounts as assigned by the Manager.

• Reviews tax returns and other work product prepared by other tax accountants as assigned by the Manage r and reports to the Manager regarding the accuracy of the work product reviewed.

• Prepares for review by the Manager or designee, amended returns, claims for refunds and applications for abatement as needed to determine the proper tax liability for accounts assigned to the incumbent. Reviews said documents when prepared by other income tax accountants, as assigned by the Manager.

• Conducts and participates in audits of a client’s tax return(s) with federal and state tax authorities of any tax returns prepared by the incumbent, or an income tax accountant. Keeps Manager and all parties apprised of the process and consults with Manager and lawyers as appropriate.

• Serves as mentor to income tax accountants and provides consultative and interpretative support to other tax accountants within Tax Services on tax and technical support matters.

• Confers with and assists the Manager and Director in formulating and drafting appropriate policies and procedures.

• Executes other duties assigned by the Manager which are consistent with the objective of delivering timely and accurate tax administration services to our clients.

Education, Experience and Qualifications

• A bachelor's degree or equivalent in a business-related discipline is required, with a degree in accounting preferred. An advanced degree is taxation is preferred.

• Minimum of three (3) to five (5) years of experience in preparation of sophisticated individual and fiduciary income tax returns is required, with at least one (1) year of direct fiduciary tax experience in a law firm, accounting firm or bank trust department preferred.

• Working knowledge of tax preparation software systems is required.

• Familiarity with standard office practices and personal computer software, such as Word and Excel is required.

• Ability to interact effectively with all levels of personnel, including management staff and support staff.

• Ability to interact professionally and effectively with clients, both internal and external.

• Ability to be a proactive, self-starter, who understands the details within a much larger context.

• Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks.

• Able to work in a collaborative style and environment.

• Must be team-oriented and able to share information, goals, opportunities, successes and failures with the appropriate parties.

• Ability to plan, organize and carry out multiple related activities.

• Ability to work in a multi-office environment.

• Ability to influence at all levels of the organization.

• Ability to work effectively in a culturally and educationally diverse environment.

• Must pay attention to details and have the ability to follow up and follow through.

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