Tax Accountant

Fiduciary Trust Company; Boston (MA); On-site; USD 110,000 - 140,000; Full time

Job summary

Fiduciary Trust Company is seeking a Tax Accountant to prepare various tax returns for clients and to collaborate with investment officers to provide tax planning guidance.

The role focuses on Individual and Fiduciary Income Tax Returns, maintains tax software systems, and ensures compliance with federal and state tax laws.

Annual base salary ranges from $110,000 to $140,000 and may include a discretionary bonus based on experience.

Qualifications

• Minimum 5 years of tax preparation experience in a high-net-worth client environment.
• Strong knowledge of tax law, compliance, and experience in tax preparation software.
• A commitment to organization and meeting immovable deadlines.
• Excellent writing, analytical, and communication skills.
• Highly motivated, results-oriented and able to work independently under minimal supervision with attention-to-detail and accuracy.

Responsibilities

• Accurate and timely preparation of assigned Individual Income Tax Returns, Fiduciary Income Tax Returns, Income Tax Information Letters and Quarterly Estimated Tax Payments for assigned Individuals and Trusts.
• Develop and maintain strong familiarity with in-house and vendor systems (Onesource trust–tax, CCH Axcess, FIS Global Plus) for tax return production.
• Maintain efficient workflow and demonstrate flexibility in adapting to changes in procedures.
• Follow established policies and procedures to ensure compliance with Federal and State tax law.
• Furnish technical knowledge, advice, and consultation across the organization and to clients through effective verbal and written communication.

Skills

Tax law knowledge

Tax preparation software

Written communication

Analytical skills

Attention to detail

Tools

Onesource trust–tax

CCH Axcess

FIS Global Plus

Job description

The Tax Accountant is responsible for preparing various types of tax returns for clients. This individual will work with Fiduciary Trust’s investment officers to provide guidance and advice to clients regarding tax planning.

Primary Responsibilities

• Accurate and timely preparation of assigned Individual Income Tax Returns, Fiduciary Income Tax Returns, Income Tax Information Letters and Quarterly Estimated Tax Payments for assigned Individuals and Trusts.
• Develop and maintain strong familiarity with in-house and vendor systems (Onesource trust–tax, CCH Axcess, FIS Global Plus) for tax return production.
• Maintain efficient workflow and demonstrate flexibility in adapting to changes in procedures.
• Follow established policies and procedures to ensure compliance with Federal and State tax law.
• Furnish technical knowledge, advice, and consultation across the organization and to clients through effective verbal and written communication.

Required Skills and Characteristics

• Minimum 5 years of tax preparation experience in a high-net-worth client environment.
• Strong knowledge of tax law, compliance, and experience in tax preparation software.
• A commitment to organization and meeting immovable deadlines.
• Excellent writing, analytical, and communication skills.
• Highly motivated, results-oriented and able to work independently under minimal supervision with attention-to-detail and accuracy.

Compensation Information: Annual base salary for this role is $110,000-$140,000 based on experience and qualifications. This role may also be eligible to receive an annual discretionary bonus.