San Antonio Career Center

ABOUT THE ROLE

This position consists of tax work, interfacing with clients and advisors as our Wealth teams prepare and comment on clients tax inquiries, preparation and review of common fund accounting methodology, and performing oversight into the IRA and Pension accounts. This role is both client facing and internally focused.

A DAY IN THE LIFE

Tax Review

• Monthly review of account data in FIS for any missing client data as it relates to annual Form 1099 returns and other tax documents
• Work with Client Service and Operations teams to make corrections as necessary

Commingled Fund Accounting Records

• Quarterly preparation of Common Fund Summary for production of annual Form K-1 tax reporting for common trust fund participants (PT funds)
• Preparation for annual Form 5500 reporting supporting schedules for collective investment funds (EB funds)
• Prepare, validate, and reconcile common fund Roll Forward files quarterly
• Tax Form Preparation & Coordination with third party vendors including but not limited to Form 1099 DIOB Form K-1 and Form 5500
• Review of tax forms prepared for Westwood by third party vendors prior to issuing to clients
• Handling and responding to all client and advisor requests as it relates to Westwood delivered tax documents
• Other duties in support of Trust Operations and Client Service as required

IRA/EB Account Oversight

• Serve as the lead subject matter expert for Retirement Plans
• Responsible for IRA and Retirement Plan Compliance, monitoring and client reporting (1099Rs, 5498s, Death Claim processing)
• Oversight of IRA Distribution processing, review and approve transactions and ensure accuracy for 1099R reporting
• Other duties as assigned

WHAT YOU'LL NEED

Minimum Education / Experience Required:

• Bachelor’s degree in Finance, Accounting or similar field
• 7+ years of experience in tax and estate accounting and/or operations
• CPA designation preferred

WHO YOU ARE

• Ability to work in an environment requiring time-sensitive responses internally and externally.
• Strong ability to prioritize and high attention to detail.
• Excellent communication skills and phone etiquette with a client focus.
• Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships.
• Willingness to learn new accounting functions as needed (trust accounting methodology).
• Mature, polished and professional presence and disposition.
• Positive attitude with a friendly and upbeat demeanor.
• Highly motivated and proactive with a willingness to assist in all tasks.
• Ability to maintain confidentiality.
• Proficiency with Microsoft Office including Word, Excel and Outlook.
• Able to work collaboratively in a team environment.

WHAT YOU'LL GET

• Competitive Salary, benefits and 401K company match that vests immediately upon participation.
• Parental leave & PTO policy.
• Collaborative, dynamic work environment within a fast-paced, mission-driven company.

PHYSICAL DEMANDS

This physical demands required to perform the essential duties successfully are consistent with a professional office environment. 

TRAVEL

This position requires travel from time to time.

This job description may be subject to change at any time.

WHAT TO EXPECT NEXT

We look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.

Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.

WHAT YOU'LL NEED

Minimum Education / Experience Required:

• Bachelor’s degree in Finance, Accounting or similar field
• 7+ years of experience in tax and estate accounting and/or operations
• CPA designation preferred