<p>AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c.400 professionals across three continents.</p> <p>Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.</p> <p>We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.</p> <p>As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.</p> <p>To learn more visit alti-global.com.</p> <p>The Tax Associate will work closely with the outside tax preparer, EY, in the preparation of fiduciary tax returns for all accounts of Tiedemann Trust Company. and work to advise the Fiduciary Counsel, Trust Officers/Administrators to assure that all tax matters for fiduciary accounts are attended to in a timely manner.</p> <p>Job Responsibilities</p> <ul> <li>Review prior years' tax returns for all new trust accounts to identify any tax issues to be addressed, including whether any would cause Tiedemann Trust Company to refuse appointment as trustee </li><li>Advise the members of the Trust team on income tax issues of all fiduciary accounts that Tiedemann Trust Company is an appointed Trustee or Executor </li><li>Assist the Trust team in analyzing income tax consequences of distributions and/or investments in all fiduciary accounts </li><li>Responsible for working closely with EY in completing all fiduciary tax returns; </li><li>Provide EY with all necessary tax information for all fiduciary accounts, interfacing with the advisor team as necessary </li><li>Review the returns for accuracy when completed by EY </li><li>Make all quarterly and annual fiduciary tax payments as required, assuring accurately tracking that all tax returns have been filed </li><li>Responsible for annually tracking tax documents and refunds </li><li>Advise and assist on 1099 forms and other tax form issues </li><li>Responsible for research on various tax matters </li><li>Work with Client Service team and Operations team to acquire annual tax documents </li></ul> <p> </p> <p>Qualifications</p> <ul> <li>Bachelor's Degree in accounting and/or finance preferred </li><li>5+ years of experience in the trust industry, preferably with a concentration on income tax compliance </li><li>Experience preparing individual tax returns and estimates </li><li>Preferred experience preparing fiduciary tax returns </li><li>Exposure with Ultra High Net Worth (UHNW) Clients preferred </li><li>Strong verbal and written communication skills </li><li>Must have organizational and analytical skills </li><li>Proficiency in Microsoft Outlook, Word, Excel, PowerPoint </li><li>Ability to work independently on tasks and projects </li></ul> <p>Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.</p>