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Gift & Trust Taxation Professional

Posted on Nov 19, 2018 by Ayco, a Goldman Sachs Company

Latham, NY 12110
Accountancy
Immediate Start
Annual Salary
Full-Time

Overview


With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates.



Responsibilities

  • Review of complex gift (709) and trust (1041) tax returns
  • Review, analyze and interpret trust documents/governing instruments
  • Provide research and technical support to financial counseling teams on estate planning concepts and related tax issues


Qualifications

  • JD or CPA required
  • Three to five years of experience with a focus in estate planning, gifts and trusts
  • Strong computer skills
  • Familiarity with Gosystem software is a plus
  • Superior oral and written communication skills to explain subjects in an understandable way

Reference: 568430425

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