Senior Trust Tax Architect for Investment Funds

Coca-Cola Beverages Northeast; Woburn (MA); On-site; USD 72,000 - 125,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision insurance

Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. is seeking a Senior Trust Tax Accountant to oversee tax compliance, reporting, and tax-related operations for LLCs, CITs, and related investment structures.

You will collaborate with Finance, Operations, Legal, custodians, and external advisors to ensure accurate filings such as Form 990-T and Schedule K-1, optimize withholding tax recovery, and strengthen governance and controls.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or related discipline.
• Minimum of 5 years of experience in trust taxation, partnership taxation, investment fund taxation, or related tax compliance functions.
• Demonstrated knowledge of partnership and LLC taxation, Form 990-T, Schedule K-1 analysis, and withholding tax recovery.
• Strong analytical, organizational, and project management skills.
• Advanced proficiency in Microsoft Excel and related financial reporting tools.
• Excellent written and verbal communication skills.

Responsibilities

• Oversee tax compliance activities for LLCs, CITs, and other investment-related entities.
• Manage preparation, review, and filing of tax returns (e.g., Form 990-T).
• Coordinate withholding tax recovery and reclaim processes.
• Review Schedule K-1s for accuracy and consistency with activity.
• Provide guidance on tax implications of investment structures and transactions.
• Develop and maintain tax policies, procedures, and controls.

Skills

Tax compliance

Form 990-T

Schedule K-1 analysis

Withholding tax recovery

Excel proficiency

Analytical skills

Project management

Written and verbal communication

Education

Bachelor's degree in Accounting/Finance/Taxation

CPA designation

Master's degree in Taxation (preferred)

Tools

Excel

Job description

Community Financial System, Inc. is seeking a Senior Trust Tax Accountant to oversee tax compliance, reporting, and tax-related operations for LLCs, CITs, and related investment structures.

You will collaborate with Finance, Operations, Legal, custodians, and external advisors to ensure accurate filings such as Form 990-T and Schedule K-1, optimize withholding tax recovery, and strengthen governance and controls.