Senior Tax Administrator: Lead Tax Operations & Mentorship

RWA Wealth Partners; Boston (MA); On-site; USD 100,000 - 115,000; Full time

Job summary

RWA Wealth Partners is a boutique wealth management firm dedicated to helping clients grow and protect wealth while pursuing a rewarding lifestyle. The Senior Tax Administrator will lead tax programs, oversee tax staff, and ensure timely and accurate filing and billing for all tax-related services.

The role supports the Co-Heads of Family Office Tax Services and requires strong organizational and collaborative skills to manage deadlines and maintain compliant records in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent in a business-related discipline preferred.
• Minimum of seven (7) years of related administrative experience supporting tax professionals.
• Familiarity with Word, Access, and Excel required.
• Experience with trust accounting systems, CCH, Thomson Reuters OneSource Trust Tax preferred.

Responsibilities

• Manage federal and state tax returns for trusts or individuals prepared by the Tax Services department.
• Oversee and mentor tax administrators; assign projects and track progress.
• Ensure timely payment of tax liabilities and accurate billing of tax services.
• Maintain historical tax filing records and store in iManage.
• E-file fiduciary and individual tax returns and FBARs; manage e-filing records.
• Collaborate with Co-Heads of Tax Services on firm-wide initiatives.

Skills

Interpersonal communication

Time management

Flexibility

Collaborative work style

Attention to detail

Proactive self-starter

Education

Bachelor’s degree or equivalent

7+ years administrative experience

Tools

Word, Access, Excel

CCH OneSource Trust Tax

Job description

RWA Wealth Partners is a boutique wealth management firm dedicated to helping clients grow and protect wealth while pursuing a rewarding lifestyle. The Senior Tax Administrator will lead tax programs, oversee tax staff, and ensure timely and accurate filing and billing for all tax-related services.

The role supports the Co-Heads of Family Office Tax Services and requires strong organizational and collaborative skills to manage deadlines and maintain compliant records in a fast-paced environment.