Tax Planner
Morristown, NJ
Full Time
Mid Level
Job Title: Tax Planner
Location: Morristown, New Jersey
Job Type: Full Time, Hybrid
About Simon Quick Advisors
Simon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. Simon Quick Advisors is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. The firm has offices in Morristown, NJ, New York, NY, Chattanooga, TN, Palm Beach, FL, and Denver, CO.
Why Work at Simon Quick Advisors?
Simon Quick Advisors’ culture and company philosophy are founded on a set of fundamental values that influence the choices we make and the actions we take. Our core values encompass integrity & honesty, mutual trust & respect, ownership & accountability, and humility. We provide opportunity, nurture talent, develop our people and reward achievement. You will be joining a culture that promotes functional excellence and teamwork, a passion for learning, and values employee input to help shape the future of the firm.
Job Summary:
The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through our proprietary review and visualization process aimed at identifying potential tax savings and/or financial planning opportunities. The VP of Tax is expected to collaborate with Client Advisors within the firm, as well as other professional service providers of our clients, to find and articulate these opportunities, and present the analysis and findings to our sophisticated clients and prospects.
For select Family Office clients, the VP of Tax will oversee all tax compliance activities, including calculating and making estimated tax payments, providing concise information to our clients’ tax preparers, and oversight of all tax deadlines to ensure timely filings.
Additionally, the VP of Tax will serve as an internal consultant to our Client Advisors for strategic tax planning advice for select clients. These activities will require collaboration between multiple internal and external professionals, including Trust & Estate attorneys, tax preparers and Client Advisors.
Key Responsibilities:
Qualifications:
Salary & Benefits
Application Process
To apply, please complete the online application at www.simonquickadvisors.com/careers.
Location: Morristown, New Jersey
Job Type: Full Time, Hybrid
About Simon Quick Advisors
Simon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. Simon Quick Advisors is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. The firm has offices in Morristown, NJ, New York, NY, Chattanooga, TN, Palm Beach, FL, and Denver, CO.
Why Work at Simon Quick Advisors?
Simon Quick Advisors’ culture and company philosophy are founded on a set of fundamental values that influence the choices we make and the actions we take. Our core values encompass integrity & honesty, mutual trust & respect, ownership & accountability, and humility. We provide opportunity, nurture talent, develop our people and reward achievement. You will be joining a culture that promotes functional excellence and teamwork, a passion for learning, and values employee input to help shape the future of the firm.
Job Summary:
The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through our proprietary review and visualization process aimed at identifying potential tax savings and/or financial planning opportunities. The VP of Tax is expected to collaborate with Client Advisors within the firm, as well as other professional service providers of our clients, to find and articulate these opportunities, and present the analysis and findings to our sophisticated clients and prospects.
For select Family Office clients, the VP of Tax will oversee all tax compliance activities, including calculating and making estimated tax payments, providing concise information to our clients’ tax preparers, and oversight of all tax deadlines to ensure timely filings.
Additionally, the VP of Tax will serve as an internal consultant to our Client Advisors for strategic tax planning advice for select clients. These activities will require collaboration between multiple internal and external professionals, including Trust & Estate attorneys, tax preparers and Client Advisors.
Key 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:
- 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 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.
Salary & Benefits
- Salary and bonus are competitive based on industry standards and experience level.
- Benefits include dental, vision, health care, and 401(k) discretionary profit sharing company match.
- Financial support for professional accreditation and continuing education requirements.
- Transparent open-door culture and friendly working environment.
- Every employee is provided with a dedicated mentor and career path guidance
Application Process
To apply, please complete the online application at www.simonquickadvisors.com/careers.
Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
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