Vice President of Tax Planning

Albany, NY

Fusco Personnel is actively recruiting for a Vice President of Tax Planning, to join our client opening an office located in the Capital Region, New York area. The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through their proprietary review and visualization process aimed at identifying potential tax savings and/or financial planning opportunities. This is a full-time, direct hire opportunity with a hybrid work schedule.

Duties & Responsibilities

• Tax landscape analysis and strategic tax planning.
• Collaborate with Family Office clients’ tax preparers in the oversight of federal and state income and gift tax returns for high-net-worth individuals. Review returns as needed.
• Maintain and foster relationships with clients, staff, and outside third-party client vendors.
• Tax projections and other tax planning activities.
• Perform, document, and communicate findings for tax research as needed.
• Calculate and prepare quarterly estimated tax payments for individuals.
• Review preparation of form 1099s for various entities.
• Review payroll tax forms for household employees.
• Review withholding for various clients.
• Correspond with federal and state taxing authorities to answer notices.
• Keep abreast of legislative and tax policy changes at both Federal and State levels.

Qualifications and Attributes

• Bachelor’s degree in accounting or finance; MST degree a plus.
• CPA and/or CFP is preferred.
• Minimum of 4+ years of HNW personal income tax prep experience.
• Experience with HNW and UHNW; Family office services experience a plus.
• Proficiency with Microsoft Excel.
• Experience with Tableau preferred.
• Experience with CCH Prosystems fx Axcess or other tax deliverable tracking software is a plus.
• Comfortable working independently and in a group environment.
• Organized, detail oriented and flexible in adjusting well to change.

• Remains calm under pressure with the ability to prioritize deadlines.

• Highly analytical and ready to make immediate impact in a dynamic environment.
• Excellent verbal and written communication skills.

Physical Requirements

• Must be able to remain in a stationary position 50% of the time.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Salary

• $130-180k +/-
   

 Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients.  We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff.

Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts.

Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer