Client Analyst - Family Office

Ayco is an industry pioneer and preeminent leader of company-sponsored financial counseling services.

We believe companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their own control. For nearly 50 years, we’ve aspired to deliver a more productive and engaged workforce to our clients by providing their employees a path to financial well-being through holistic and personalized services tailored for each stage of the career cycle—from entry-level to C-suite.

Training: Ayco has a best-in-class new hire training program, covering the technical and practical elements of the job. Initial new hire training includes a combination of classroom learning, practical exercises, and shadowing of existing associates. Through Ayco and Goldman Sachs University, new hires have access to classes that focus on building foundational professional and technical skills, to culture and learning focused training. We take a personal approach to talent development and foster an environment that values different perspectives, challenges thinking and maximizes the potential of our people. Our annual and ongoing feedback ensures our people and their managers have the information they need to excel in their careers.

Diversity & Inclusion: Ayco values the different perspectives and experiences our associates bring. The firm supports the Ayco Diversity Network, an employee-led initiative open to all associates that provides education and awareness on topics of interest to diverse communities. In addition, our firm wide diversity and inclusion efforts expand professional and career development opportunities through programs such as the Women’s Advisor Initiative to support our commitment to having the best talent at all levels.

Benefits & Wellness: From benefits to wellness, we aim to support your commitment to your job as well as your priorities and interests outside of work.

Career Advancement: Ayco offers coaching, mentoring and on-the-job learning that supports your growth and development.

Visit Ayco.com/careers for more information about the firm

Our Family Office approach creates a culture of individualized, results-driven financial management and integration for our clients and their families. Our teams work with an average of 30 clients. We are able to provide resources at the highest level of service to help save clients’ time and money. We are seeking a dynamic, driven individual who is looking to be challenged daily on complex high-net worth U.S. and foreign income, estate, gift and other entity tax issues/matters. The individual will be a strong team player, client-facing, approachable and willing to invest time and knowledge with junior staff, whilst supporting seasoned account managers on the international team.Provide compliance and planning tax support to international team account managers and their clients as follows:

• Consulting and researching projects as they arise. Common issues include cross border equity taxation, international payrolls, tax equalization, taxation and structuring of foreign investments (PFICS, CFCs, PE / hedge funds), foreign tax resident complexities – U.K. remittance planning, U.K. account and entity structuring, foreign tax credit planning with fiscal year mismatch, 457A compensation issues, dual contract management, state residency planning, expatriations, cross border charitable planning, U.S. taxation of foreign trusts and foreign taxation of U.S. trusts, FLPs and non U.S. entities, foreign real estate purchases through entities.

• Tax compliance and planning for individuals in the following jurisdictions: UK, HK, Japan, India, Canada, Brazil and Singapore.

• Quarterly U.S. tax estimates are prepared for all clients in house. Review work prepared by junior staff and prepare ad-hoc calculations where needed.

• U.S. and foreign tax compliance - Work with outside vendor on tax return preparation by collecting tax data for the organizer, review drafts and ultimately deliver final return to client for signature. This includes any entities, trusts requiring returns and gift taxes and all foreign U.S. disclosures associated with the clients and their families, as well as annual foreign asset disclosure statements, managing foreign tax payments and overseeing quarterly estimate filings.

• Responsible for Federal, State and Foreign tax notices, enquiries and audits

• Bachelor’s Degree with concentration in Finance or Accounting; CPA, JD, MBA, CFP or MS Tax preferred

• Ten years’ experience in individual income taxes and expatriate tax experience with high net worth clients

• Working knowledge of other financial planning areas, such as foreign taxation of client’s investment portfolio, employee benefits, estate/wealth transfer planning and insurance

• Proficiency with MS Excel, BNA, and GoSystem

• Superior written and verbal communication skills

• Enthusiastic and positive approach to problem-solving and client service

• Proven track record with cross training, task-sharing and mutually supportive teamwork

• Innovative thought processes and pro-active time management and task completion follow-through