Charitable Asset Management - Tax Officer, AVP
CAM Tax Officer resides within the tax team of Charitable Asset Management, an important strategic partner with the clients. The primary responsibility for the CAM tax officer is the preparation of federal and state fiduciary income tax returns of Charitable trusts. They must adhere to the objective of delivering timely and accurate tax administration services to our clients. The responsibilities will also include performing calculations of various tax scenarios, communicating with clients, providing tax analysis to Client Service officers and clients on tax planning issues and strategies.
The CAM tax officer must have the ability to conduct independent research on planned giving-related tax topics and be able to generate value-added ideas to clients and to the team.
Specific responsibilities include but are not limited to the following:
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