Senior Tax Manager, Core Tax Services - (02550785)

Min Salary: $130000.00
Listed Date: 12/13/2017
Degree: Bachelor BA
Comments
Wealth Planning and Tax Management Professional

Senior Tax Manager
• Review various U.S. Tax Returns, including: Individual, Partnership, S-Corp., C-Corp., Trust and U.S. Gift and Generation-Skipping Transfer Tax Returns.
 • Review Passive Foreign Investment Company (PFIC) and other foreign disclosures, including FinCen 114 (FBAR) Reporting along with Forms 8938 – Statement of Specified Foreign Financial Assets.
 • Review and analyze client Trust and Estate Planning documents to ensure the documents meet the desired intentions of the client.
 • Review and analyze client Trust and Estate Planning documents to ensure the documents meet the desired intentions of the client.

Wealth Strategist, Tax Services Manage-VP
• Prepared and presented financial plans to high net worth individuals.
• Developed and implemented business succession, transactional advisory services, estate tax minimization strategies, and financial plans to high net worth clients.
• Reviewed Buy-Sell Agreements and when necessary make recommendations to update document for any deficiencies related to a possible scenario.
 • Reviewed and prepared foreign disclosure returns including FBAR filings for Report of Foreign Bank or Financial Accounts on FinCen forms 114.
• Analyzed and Tracked Company Stock held by the client along with any Stock Options or Restricted Shares for both internal and external individuals

Technical Skills
•  Go-System R/S Tax Return Preparation and calculation application.•  Go-File Room client data retention and electronic client support file system.•  Pro-Systems f/x Tax Return Preparation Software application.•  Electronic Compliance File - Scanned tax documents into  computer based file•  Electronic Tax Data Organizer - Import client provided data into tax application
•  Proficient in Microsoft Windows, XP, - Word, Excel & Access•  Microsoft Outlook •  Lotus 123  • Lotus Notes  • Microsoft Works
•  Internet Research and Navigation • RIA Checkpoint  • Ace-Forms•  CCH - On-Line Research• BNA Income and Estate Tax Planner