Tax Director

The Crosby Company is a family office responsible for wealth management and preservation for multiple branches and generations of a single family. The Crosby Company provides middle and back office services to various individual businesses including Curatorial, Foundations, Investments, Trust, Tax and Private Real Estate.

Reporting to a Senior Tax Director within the Tax Department, this position is one of the primary information and control resources for income tax compliance and planning for the various accounts and relationships managed and/or monitored by the Crosby Company.

POSITION DUTIES / ACCOUNTABILITIES:

• Responsible for the income tax preparation and tax planning for various accounts/entities with primary responsibility for trust, corporate and partnership returns.
• Provide guidance to Finance team and Operations to record transactions properly for accounting and tax purposes.
• Develop entity specific workpapers dependent upon entity’s asset holdings and filing requirements. This includes but is not limited to monthly breakpoint income allocation, tax basis and market value capital accounts and ownership percentage roll forwards.
• Determine appropriate filings for new, existing, and terminating entities with changing asset holdings.
• Organize quarterly review of trusts to determine appropriate estimated tax payments and project balance due with extension/return and coordinate with Trust Officers and Admins.
• Participate in tax planning for trusts, beneficiaries, and other related accounts/entities in conjunction with outside counsel, accountants, and internal staff members.
• Advise and assist other members of department staff on various transactions and trust accounting issues.
• Research various tax topics and/or respond to Tax Team or Trust Officer inquiries.
• Identify and recommend process improvements to Manager, with a specific eye to improve productivity, efficiency, accuracy, consistency and overall client service.

QUALIFICATIONS:

• Master’s Degree in Taxation/CPA or equivalent combination of education and experience
• Preference for prior public accounting experience at a national or international firm
• Minimum 10 years related tax experience, including partnership and corporate taxation
• Working knowledge of Individual and Trust tax rules, with Estate, Gift and Foundation tax rules a plus
• Understanding of trust accounting principles and procedures
• Proficiency with CCH Axcess tax processing program
• Excellent interpersonal skills and the ability to work effectively with a diverse group of people, including cross-functional and collaborative efforts.

The Crosby Company Of New Hampshire LLC is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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