About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J.

We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.

The Private Client Service (PCS) Tax Advisor is responsible for the timely and effective tax compliance, relationship management, and planning for an assigned section of individual tax clients and trusts and estates. Works closely with Trust Officers and Investment Counselors to obtain tax information, file returns, and ensures appropriate planning is conducted and completed. The PCS Income Tax Advisor provides direction on daily work flow and file activity to full-time Tax Analyst staff as well as temporary tax season preparers.

Requires management support as needed
Generally responsible for routine accounts
May provide assistance and direction to Tax Administrative Assistants
Manages projects where depth and breadth of expertise includes multiple businesses and delivery modes
Identifies need to negotiate and influence within Wealth Management
Maintains comprehensive understanding of current and proposed income tax laws and regulations; evaluates their effect on the division's Clients, products and strategic objectives
Reviews key income tax issues on a regular basis
Evaluates the impact of current trends and events on Client income tax situations, alerts other internal staff to findings and develops recommendations to minimize Client tax liability and improve overall financial situations
Supports business development activities, coordinating with internal financial advisors, portfolio managers, external advisors, existing high net worth Clients, prospects and others to retain accounts, cross-sell existing Clients and develop new business relationships
Conducts product knowledge presentations with individual and institutional Clients, providing in-depth knowledge about tax products and services
Coordinates with department management in the development of overall departmental objectives, policies and procedures covering tax business plans, financial policies, quality control processes and marketing goals
Provides input based on problems, issues and opportunities that arise in the region.
Communicates and ensures that regional staff communicates regularly with financial advisory, portfolio management, fiduciary services and other appropriate internal areas to give and receive updated Client information
Ensures proper administration of Company policies and regulatory guidelines and coordinate services
Manages and directs Tax Administrative Assistant
Provides support and counsel to Relationship Managers
Maintains in-depth knowledge of investment product taxation, including federal income tax law, multi-state income tax laws and foreign tax treaties
Evaluates the impact of current trends and events on Client accounts, alerts other internal staff to findings and makes policy recommendations to more experienced tax staff and management based on analysis
May coordinate income tax services for a designated region as a first level supervisor according to established Company policies and applicable legal and regulatory guidelines

Bachelor's degree or progressive work experience in addition to experience below
3+ Years of related experience
Basic knowledge of fiduciary and/or personal income taxation required
Project management skills
Attention to detail
Communication skills, both written and verbal
PC skills, including knowledge of database management software

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Private Trust

Wealth Management

Wealth Management

Standard

TD Bank AMCB

Full Time

Regular

United States

New Hampshire

Bedford

5 Commerce Park North

New Hampshire

Bedford

09-Jun-2023