Senior Tax Services Lead — Mentorship & Compliance

RWA Wealth Partners, LLC; Boston (MA); Sur place; USD 100 000 - 115 000; Plein temps

Résumé du poste

RWA Wealth Partners in Boston, MA is seeking a Senior Tax Administrator to manage tax programs and ensure timely filing of returns and accurate billing for chargeable services. The role oversees other tax administrators, mentors staff, files 1099 reporting, and coordinates with iManage and tax software platforms to support the Tax Services department.

Qualifying candidates will have a bachelor’s degree and at least seven years of administrative tax support, strong MS Office skills, and

Qualifications

• A bachelor’s degree or equivalent in a business-related discipline is preferred.
• Minimum of seven (7) years of related administrative experience supporting tax professionals is required.
• Familiarity and working knowledge with standard office practices and personal computer software, such as Word, Access, and Excel, is required.
• Experience with trust accounting system, CCH, Thomson Reuters OneSource Trust Tax is preferred.

Responsabilités

• Manage the process to ensure all federal and state individual/gift tax returns prepared by the Tax Services department are prepped and filed in a timely manner.
• Oversee the day-to-day role of all other tax administrators; assign projects and mentor staff.
• Perform timely and accurate payment of all tax liabilities owed by trusts or individuals.
• Maintain historical records of filing and tax payment compliance in iManage.
• Oversee tracking and processing of fiduciary and individual income tax refunds.
• Manage billing of Tax Services’ chargeable tax services and monitor related systems.
• Train and mentor new hires in tracking, filing, and tax software procedures.
• File all 1099 reporting activities with IRS and states; e-file fiduciary and individual returns and FBARs.

Connaissances

Administrative experience

Time management

Attention to detail

Communication skills

Formation

Bachelor’s degree in business-related discipline

Outils

Word

Access

Excel

CCH OneSource Trust Tax

Thomson Reuters OneSource Trust Tax

Description du poste

RWA Wealth Partners in Boston, MA is seeking a Senior Tax Administrator to manage tax programs and ensure timely filing of returns and accurate billing for chargeable services. The role oversees other tax administrators, mentors staff, files 1099 reporting, and coordinates with iManage and tax software platforms to support the Tax Services department.

Qualifying candidates will have a bachelor’s degree and at least seven years of administrative tax support, strong MS Office skills, and