Talent.com
Fiduciary Tax Accountant
Fiduciary Tax AccountantChoate, Hall & Stewart LLP • Boston, MA, United States
Fiduciary Tax Accountant

Fiduciary Tax Accountant

Choate, Hall & Stewart LLP • Boston, MA, United States
21 hours ago
Job type
  • Full-time
Job description

Job Summary:

Under the supervision of the Estate & Probate Administration Manager, the Fiduciary Tax Accountant works closely with members of the Wealth Management Group to provide high level client service to family office clients. The Fiduciary Tax Accountant prepares estate tax returns, gift tax returns, and fiduciary income tax returns for Firm clients.


Job Functions:

  • Prepares, reviews and processes estate tax, fiduciary income tax, and gift tax returns (forms 706, 8971, 1041 and 709 and related state filings) for the Wealth Management Group clients.
  • Analyze trust documents and estate plans to determine tax implications and compliance requirements.
  • Collaborate with attorneys, advisors, and clients to develop tax-efficient strategies for wealth transfer and estate planning.
  • Maintain accurate records of trust and estate transactions, distributions, and tax filings.
  • Monitor changes in tax laws and regulations affecting fiduciary entities and advise stakeholders accordingly.
  • Assist with IRS and state tax audits and correspondence.
  • Provide support in the valuation of estate assets and preparation of estate tax returns.
  • Ensure timely filing of tax returns and estimated payments.
  • Utilize tax software and financial systems to manage workflow and reporting.
  • Ensures the Firm complies, on behalf of our clients, with federal, state and foreign tax rules and regulations.
  • Provide overflow support to Tax Department.


Qualifications:

  • Bachelor's degree in accounting, finance or business administration.
  • CPA, JD, or Enrolled Agent required.
  • 7+ years of experience in fiduciary tax accounting, preferably in a law firm, wealth management firm, or public accounting environment. Experience working with high-net-worth individuals and complex estate structures preferred.
  • Strong knowledge of fiduciary taxation, estate and gift tax rules.
  • Advanced Excel skills, and proficiency in tax preparation software.
  • Excellent analytical, organization, and communication skills.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Work Authorization:
  • Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future).


Compensation and Total Rewards Package:

Choate offers a comprehensive Total Rewards package to our business professional team members. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is listed below and represents our good faith and reasonable estimate of the salary range for this specific position at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including but not limited to qualifications and experience, education, external market data and consideration of internal equity.


$110,000 - $160,000

Create a job alert for this search

Fiduciary Tax Accountant • Boston, MA, United States

Similar jobs

Tax Manager

Edward JacobsBoston, MA, United States
Full-time

Prepare and manage tax returns, income tax, financial statements, and other relevant taxes.Run client engagements, including consultations, recommendations, and tax planning.Identify potential tax ...Show more

 • Promoted

Accountant, Property Accounting

Boston Properties REITBoston, MA, United States
Full-time

Assistant To Senior Accountants.Act as primary assistant to Senior Accountants relating to day-to-day general accounting tasks such as customer/client billings, accounts receivable issues, accounts...Show more

 • Promoted

Tax Manager

Insite USBoston, MA, United States
Full-time

Tax Manager - Public Accounting | Hybrid or Remote | Competitive Salary + Bonus.Our client, a respected and growing public accounting and advisory firm, is looking for an experienced Tax Manager to...Show more

 • Promoted

Property Accountant

Rogerson BrandBoston, MA, United States
Full-time

Job Category: Accounting Requisition Number: PROPE001502.Rogerson Communities Boston, MA 02131, USA.Director of Finance/Controller.The Property Accountant is responsible for preparing, processing, ...Show more

 • Promoted

Global Transaction Tax Senior Associate: State & Local

Alvarez & MarsalBoston, MA, United States
Full-time

A global consulting firm is seeking a Senior Associate in Global Transaction Tax (State & Local) in Boston, MA.This role involves performing tax due diligence, drafting reports, and managing client...Show more

 • Promoted

Tax Manager - Private Equity

Atlas SearchBoston, MA, United States
Full-time

Join a single-source provider for fund administration and infrastructure needs for private equity and debt funds! The ideal candidate will be responsible for overseeing all tax-related decisions an...Show more

 • Promoted

Senior Tax Manager, High Net Worth (Hybrid)

Daley And Associates, LLCBoston, MA, United States
Full-time

A professional services firm is seeking a Tax Manager in Boston to lead a team supporting ultra high net worth clients.The role requires managing staff, ensuring quality control, and collaborating ...Show more

 • Promoted

Tax Manager, Property Tax

DMA - DuCharme, McMillen & Associates, Inc.Boston, MA, United States
Full-time

Company: DMA - DuCharme, McMillen & Associates, Inc.Job Function: Accounting / Auditing and Finance.The Tax Manager assists and supports team members in performing Real Estate assessment reviews fo...Show more

 • Promoted

Tax Manager

Audax GroupBoston, MA, United States
Full-time

This range is provided by Audax Group.Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.Founded in 1999, Audax Group is a leading alternative inve...Show more

 • Promoted

Tax Manager R&D Tax Credits

Bright Vision TechnologiesBoston, MA, United States
Full-time

Tax Manager R&D Tax Credits-Hybrid (Minimum 3 days onsite/client site) Bright Vision Technologies is a forward-thinking software development company dedicated to building innovative solutions that ...Show more

 • Promoted

Senior Tax Accountant

RemxBoston, MA, United States
Full-time

We’re seeking an experienced Senior Tax Accountant to join our collaborative tax team.In this full-time role, you’ll work closely with the Director of Tax Services, handling complex fiduciary, char...Show more

 • Promoted

Income Tax Manager

SymboticNorth Reading, MA, US
Full-time

Symbotic is changing the way consumer goods move through the supply chain.Intelligent software orchestrates advanced robots in a high-density, end-to-end system – reinventing warehouse automation f...Show more

 • Promoted

Tax Director - Financial Services State and Local Tax (SALT)

EisnerAmper LLPBoston, MA, United States
Full-time

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more

 • Promoted

Tax Manager

Rödl & PartnerBoston, MA, United States
Full-time

Our growth is your opportunity for growth! We are seeking a detail‑oriented and experienced.We are seeking an individual who is dynamic, entrepreneurial, and career‑oriented to join our team.Your r...Show more

 • Promoted

Town Accountant

MarbleheadMarblehead, MA, United States
Full-time

The Town Accountant serves as the Town's accounting officer and is responsible for the management of the Town's accounting operations, financial reporting systems, and internal control environment....Show more

 • Promoted

Senior Tax Accountant: Fiduciary & Charitable Tax Expert

Samerican Group, LLC.Boston, MA, United States
Full-time

A financial services firm in Boston, MA is seeking a Senior Tax Accountant to accurately prepare and file complex fiduciary, charitable, partnership, and personal tax returns.The ideal candidate wi...Show more

 • Promoted

Tax Director

Scorpion TherapeuticsStoughton, MA, United States
Full-time

Collegium Pharmaceutical is building a leading, diversified biopharmaceutical company committed to improving the lives of people living with serious medical conditions.We have a leading portfolio o...Show more

 • Promoted

Tax Associate - Rockpoint

RockpointBoston, MA, United States
Full-time

Firm Profile Rockpoint is a real estate private equity firm that employs a fundamental value approach to investing, targeting select product types and markets throughout the United States.The firm ...Show more