.. Corporate Tax Department is responsible for the domestic compliance, tax Accounting, business unit tax advice, and tax planning for the firm and other closely .. of hands-on income tax experience in a corporate environment or public Accounting firm · Bachelors or Master’s degree in tax or Accounting · Partnership .. read more
Description
Bessemer Trust currently has a career opportunity in Woodbridge, NJ for a talented Corporate Tax Senior Associate to join the Corporate Tax group. The Corporate Tax Department is responsible for the domestic compliance, tax accounting, business unit tax advice, and tax planning for the firm and other closely held legal entities. The Corporate Tax Senior Associate will be responsible for review and preparation of federal and state partnership income tax returns, information, reporting and withholding tax returns, and tax analytics for various investments including private equity, real estate, and hedge fund investing.
Core Responsibilities
· Preparation and review of federal and state partnership income tax filings in a time sensitive environment for multiple legal entities
· Preparation and review of information, reporting, and withholding tax returns, including Forms 1042 and 1099, for multiple legal entities
· Tax analysis, planning and assessments for internal management and end users
· Tax audit support, including preparing responses to federal IDRs and notices
· Reconciliation and validation of income tax accounts and balance sheet tax accounts
· Direct communication with interested parties including investors, investment managers, and vendors
· Flexibility to work on special projects as needed
Qualifications
· 3 to 5 years of hands-on income tax experience in a corporate environment or public accounting firm
· Bachelors or Master’s degree in tax or accounting
· Partnership tax compliance experience in private equity, real estate, and hedge fund industry
· Federal and multi-state tax reporting and withholding experience
· Experience performing tax research and familiarity with tax research tools
· Experience managing multiple projects
· Detail oriented with a high work ethic and level of accountability
· Strong proficiency with Excel; knowledge of ONESOURCE Income Tax a plus
About Bessemer Trust
Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Key Facts
For 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
To watch a video about Bessemer Trust’s history, click here.
To learn more about Bessemer Trust, click here.
About Our Employee Rewards and Benefits
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
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
Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
Bessemer Trust currently has a career opportunity in Woodbridge, NJ for a talented Corporate Tax Senior Associate to join the Corporate Tax group. The Corporate Tax Department is responsible for the domestic compliance, tax accounting, business unit tax advice, and tax planning for the firm and other closely held legal entities. The Corporate Tax Senior Associate will be responsible for review and preparation of federal and state partnership income tax returns, information, reporting and withholding tax returns, and tax analytics for various investments including private equity, real estate, and hedge fund investing.
Core Responsibilities
· Preparation and review of federal and state partnership income tax filings in a time sensitive environment for multiple legal entities
· Preparation and review of information, reporting, and withholding tax returns, including Forms 1042 and 1099, for multiple legal entities
· Tax analysis, planning and assessments for internal management and end users
· Tax audit support, including preparing responses to federal IDRs and notices
· Reconciliation and validation of income tax accounts and balance sheet tax accounts
· Direct communication with interested parties including investors, investment managers, and vendors
· Flexibility to work on special projects as needed
Qualifications
· 3 to 5 years of hands-on income tax experience in a corporate environment or public accounting firm
· Bachelors or Master’s degree in tax or accounting
· Partnership tax compliance experience in private equity, real estate, and hedge fund industry
· Federal and multi-state tax reporting and withholding experience
· Experience performing tax research and familiarity with tax research tools
· Experience managing multiple projects
· Detail oriented with a high work ethic and level of accountability
· Strong proficiency with Excel; knowledge of ONESOURCE Income Tax a plus
About Bessemer Trust
Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Key Facts
For 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
To watch a video about Bessemer Trust’s history, click here.
To learn more about Bessemer Trust, click here.
About Our Employee Rewards and Benefits
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
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
Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.