Tax Administrator

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

POSITION SUMMARY  

The Tax Administrator reports to the Vice President, Tax Compliance and works closely to support tax functions within the Tax Department.  The position is responsible for coordinating and managing tax return deliverables with Whittier’s third-party vendors and for day-to-day communication with Whittier Trust’s Client Advisors.

PRIMARY RESPONSIBILITIES

Primary responsibilities will include, but are not limited to, the following:

• Coordinating and managing tax documentation (e.g., W2s, K1s, 1099s) as they relate to the preparation of primarily trust income tax returns.
• Maintaining internal project management infrastructure, including internal files such as engagement letters, client signature pages, and invoices, as well as workflow tracking and management tools
• Collaborating with Whittier Trust’s client advisors & external vendors to proactively request and provide documentation, monitor account profiles, and deliverable timelines
• Preparation of reports for data analysis using Excel and internal applications

In addition, this role may require:

• Managing relevant documents and forms related to retirement accounts
• Facilitating and processing tax payments through the web portals of various tax authorities, as well as electronic and paper filing of completed tax returns
• Assisting with special projects and additional tasks when necessary

DESIRED EDUCATION

• Bachelor’s degree preferred, not essential

DESIRED SKILLS & EXPERIENCE

• Minimum of 3 years of relevant experience, preferably within the front office of a small to mid-sized public accounting firm
• Experienced and knowledgeable in all forms of tax source documentation
• Reliable and meticulous attention to detail
• Ability to maintain confidentiality and exercise independent judgment
• Highly organized with good time management skills
• Effective verbal and written communication skills
• Ability to manage and prioritize complex projects with occasional conflicting deadlines
• Collaborative team player with strong interpersonal skills
• High integrity with a diligent work ethic
• Commitment to continuous learning and improvement
• Excellent computer skills with knowledge and experience in Microsoft Office Suite, including Word, Excel, and Outlook, as well as CCH Axcess Tax
• Familiarity with SharePoint is a plus

COMPENSATION

A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.

• Base salary range $55,000 - $70,000 annually