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We are looking for a highly skilled Senior Tax specialist to join a boutique wealth management firm located in Beverly, Massachusetts. This position requires expertise in tax compliance and planning for high-net-worth individuals and trusts, and offers the opportunity to work closely with clients and internal teams to deliver exceptional financial solutions. This is a fully on-site role that demands a strong background in tax preparation and fiduciary returns.
Job Responsibility:
Prepare and review federal and state tax returns for individuals and trusts with precision and efficiency
Oversee the collection and organization of client data, ensuring the accuracy of workpapers and filings during tax season
Develop comprehensive tax projections and schedules for estimated payments
Provide proactive tax planning services, address client tax notices, and handle extended returns
Collaborate with internal teams and maintain direct communication with clients to ensure seamless service delivery
Utilize tax software to streamline processes and ensure compliance with regulatory standards
Stay informed on changes in tax laws to provide clients with the most current advice
Manage fiduciary income tax returns for trusts and estates with thorough attention to detail
Conduct reviews of sales and use tax filings to ensure accuracy and compliance
Requirements:
Minimum of 10 years of experience in tax preparation, including individual and fiduciary returns
CPA or EA certification is preferred
Proficiency in tax software, such as those designed for fiduciary and individual tax preparation
Strong organizational skills to manage multiple client accounts and deadlines effectively
Excellent communication skills to interact with clients and coordinate with internal teams
Comprehensive knowledge of fiduciary income tax for trusts and estates
Familiarity with sales and use tax regulations and filings
Ability to work independently while contributing to a collaborative team environment