Client Tax Advisor

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs.

We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack Private different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first.

We are proud to be recognized for the seventh consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation.

Our secret sauce in one word is our 'culture'.

We value a diverse, equitable, inclusive and safe workspace.

Our one-team culture goes to great lengths to show all employees that they are valued members of the team.

We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together).

Said quite simply, the culture is amazing!

Position Summary

The tax services team provides tax compliance and consulting to HNW clients.

The Tax Advisor will service assigned clients as well as participate in providing tax services to the broader private wealth management organization.

Candidate must have working knowledge of complex individual and fiduciary tax compliance and state income tax returns and the ability to interact and advise clients, wealth advisors and planners.

This involves participation in client meetings by providing tax planning opportunities and advice on the tax implications of transactions.

Responsibilities


* Prepare and review of individual, gift and fiduciary tax returns


* Prepare projections for estimated taxes


* Conduct tax research


* Respond to any government inquiries


* Projections for tax implications of transactions


* Advise broader wealth organization

Qualifications


* Bachelor's Degree required.


* 5-7 years' experience


* Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint)


* Experience with commercial tax software - Intuit's Lacerte a plus


* Excellent verbal and written communication skills


* Strong attention to detail


* Ability to interact with senior management on a regular basis


* Ability to work independently or with minimal supervision


* Excellent analytical skills

Des...