Senior Tax Advisor

Job Description

LOCATION: SEATTLE, WA We are seeking a full-time Senior Tax Advisor to join our team. The Senior Tax Advisor is responsible for the tax function by coordinating with senior management and with the client service teams. Your Role and Responsibilities This is a representative list of the general duties the position may be asked to perform and is not intended to be all-inclusive. Tax Functions Provide ongoing advice and counsel in developing and implementing the company’s tax functions. Provide day-to-day leadership and management that reflects the mission and core values of the company Act as a ‘client-care officer through direct contact with client services and our clients regarding tax matters. Foster a team-oriented culture of intellectual curiosity, analytical rigor, creativity, respect and collaboration. Assist in the education and training of client service teams regarding various tax and estate planning matters. Provide oversight of distributing fiduciary accounts to ensure adverse tax consequences does not occur. Alert President, Trust Services and General Counsel of areas of potential risk to the firm. Tax Processing Functions Reviews, signs and processes outsourced trust tax returns. Processes requests for payment. Acts as lead analyst on quarterly tax reports for RIA clients. Prepares and maintains cost basis calculations for closely held stocks (trusts only outsource others to 1040 CPA). Review fiduciary quarterly estimated tax payments and provide a list to the client service team to comment on and raise cash, if necessary. Monitor electric filings