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Work Location:

Manchester, New Hampshire, United States of America

Hours:

40

Pay Details:

$86,840 - $130,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business:

TD Wealth

Job Description:

The Private Client Service (PCS) Senior Income 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 ensure appropriate planning is conducted and completed. The PCS Senior 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.

Depth & Scope:

+ Works independently

+ Requires management support only in complex or unusual situations

+ Manages PCS Income Tax Advisor

+ Team leader for selected region

+ Manages projects where depth and breadth of expertise includes multiple businesses and delivery modes

+ 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 other staff, internal departments and outside professionals to resolve more difficult Client Customer service issues, problems and requests

+ 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

+ Provides support and counsel to Relationship Managers

+ Coordinates with department management in the development of overall regional and group objectives, policies and procedures covering income tax business plans, financial policies, quality control processes and marketing goals, including budget and fee structures. Provides input based on problems, issues and opportunities that arise in the region

+ 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

+ Coordinates income tax services for a designated region as a first level supervisor according to established Company policies and applicable legal and regulatory guidelines

Education & Experience:

+ Bachelor's degree or progressive work experience in addition to experience below

+ 7-10 Years of related experience

+ CPA preferred

+ Supervisory experience required

+ In-depth knowledge of fiduciary and/or personal income taxation

+ Project management skills

+ Action oriented

+ Strong analytical skills

+ Sales skills

+ Possesses business Acumen, has line of business credibility

+ Communication skills, both written and verbal

+ Strong background in the use of technology

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

+ Domestic Travel – Occasional

+ International Travel – Never

+ Performing sedentary work – Continuous

+ Performing multiple tasks – Continuous

+ Operating standard office equipment - Continuous

+ Responding quickly to sounds – Occasional

+ Sitting – Continuous

+ Standing – Occasional

+ Walking – Occasional

+ Moving safely in confined spaces – Occasional

+ Lifting/Carrying (under 25 lbs.) – Occasional

+ Lifting/Carrying (over 25 lbs.) – Never

+ Squatting – Occasional

+ Bending – Occasional

+ Kneeling – Never

+ Crawling – Never

+ Climbing – Never

+ Reaching overhead – Never

+ Reaching forward – Occasional

+ Pushing – Never

+ Pulling – Never

+ Twisting – Never

+ Concentrating for long periods of time – Continuous

+ Applying common sense to deal with problems involving standardized situations – Continuous

+ Reading, writing and comprehending instructions – Continuous

+ Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (http://hrportal.ehr.com/tdtotalrewards)

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.