- Prepares and submits federal and state individual and fiduciary income tax returns of high complexity as directed by the Manager of Tax Services, including quarterly federal and state tax estimates as necessary.
- Completes and files required tax returns, estimates, and withholding for non-profit organizations, non-resident alien trust beneficiaries, and other designated assignments determined by the Manager.
- Manages the preparation and submission of federal gift tax returns and conducts gift tax planning projections as requested by legal teams and as delegated by the Manager.
- Conducts federal and state income tax projections and planning to support legal teams in strategic tax planning efforts for clients as delegated by the Manager.
- Analyzes trusts and related documents to ascertain tax return requirements for associated accounts as instructed by the Manager.
- Reviews tax returns and other deliverables prepared by fellow tax accountants as directed by the Manager, providing feedback on accuracy.
- Participates in audits of client tax returns with federal and state tax authorities, updating the Manager and relevant parties on progress and consulting with legal teams as necessary.
- A bachelor's degree or equivalent in a business-related discipline is required, with a degree in accounting preferred. An advanced degree is taxation is preferred.
- Minimum of five to seven years of experience in preparation of sophisticated individual and fiduciary income tax returns is required, with at least five years direct fiduciary tax experience in a law firm, accounting firm or bank trust department preferred.
- Working knowledge of tax preparation software systems is required.
- Familiarity with standard office practices and personal computer software, such as Word and Excel is required.
- Ability to interact effectively with all levels of personnel, including management staff and support staff.
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Senior Income Tax Accountant - Boston, United States - Selby Jennings
Description
Our client is a boutique Wealth Advisory firm utilizing contemporary strategies that put them at the top of the mountain in terms of financial planning offerings. They are seeking a seasoned Tax Accountant with experience working with High-Net-Worth clients. The client's top-tier reputation enables them to provide a substantial compensation package and unmatched work-life balance
The main focus of this role involves preparing and submitting individual and fiduciary income tax returns, as well as charitable returns and tax estimates, ensuring accuracy and adherence to legal requirements. Additionally, the role entails preparing and submitting other tax-related documents and estimates, as well as conducting intricate tax scenario calculations to support strategic tax planning efforts for both clients and legal teams.
Responsibilities
Qualifications
If you are interested in learning more about this role, do not hesitate to apply, even if you may not check all of the boxes. Throw your hat in the ring and let's connect
