Senior Fiduciary Tax Specialist (Onsite)
A successful, long-standing accounting firm, located South West of Boston, is actively seeking a Senior Fiduciary Tax Specialist to join their team. This person will be responsible for the preparation and review of fiduciary income tax returns for trusts and estates, gift tax returns and estate tax returns. This is a full-time role that is offering strong compensation and excellent culture and environment! If you’re interested, please keep reading.
Responsibilities:
- Prepare and review Forms 1041, 706, 709, and related schedules, ensuring accuracy and compliance with relevant regulations.
- Provide expert guidance on complex tax issues related to estates, gifts, and trusts, including income taxation, deductions, exemptions, and credits.
- Conduct thorough research on tax laws and regulations to stay abreast of changes and developments impacting fiduciary taxation.
- Assist clients with fiduciary income tax planning and estate/gift tax planning, offering strategic advice to minimize tax liabilities and maximize wealth preservation.
- Communicate effectively with clients, addressing inquiries, providing updates on tax matters, and offering proactive advice to optimize their financial situations.
Qualifications:
- Bachelor's degree in Accounting, Finance, or a related field; CPA, JD or MST preferred.
- Minimum of 3-5 years of experience in fiduciary tax preparation and planning, with a focus on estates, gifts, and trusts.
- Strong knowledge of tax laws and regulations pertaining to fiduciary taxation, including familiarity with IRS forms and guidelines.
- Must be willing to work fully onsite
This is a full-time opportunity that is offering a strong compensation package, room for growth and a great company culture/environment. If you’re interested in the Senior Fiduciary Tax Specialist role, please submit your resume to Hali Siegel at [email protected].
#LI-HS1