Tax Manager

Ledgent; Boston (MA); On-site; USD 130,000 - 185,000; Full time

Job summary

Ledgent is seeking an experienced Tax Manager to oversee fiduciary income tax compliance for trust accounts. The role manages preparation, review, and filing of federal and state fiduciary returns, and supervises tax staff while partnering with attorneys, trustees, and external firms.

You will ensure compliance, mentor professionals, and identify process improvements to boost efficiency. Candidates should have a CPA (preferred), 5+ years fiduciary tax experience, and strong Excel and trust

Qualifications

• Bachelor’s degree in accounting/finance required.
• 5+ years fiduciary income tax preparation experience.
• Experience supervising or managing staff.
• Expertise with Form 1041 fiduciary income tax returns.
• Experience with fiduciary tax software and trust accounting platforms.
• Excellent communication, organizational and analytical skills.
• Proficiency in Microsoft Excel.

Responsibilities

• Oversee preparation and review of fiduciary income tax returns (Form 1041).
• Ensure compliance with federal and state tax regulations.
• Supervise and mentor tax professionals.
• Partner with attorneys, trustees, and external tax providers.
• Review returns for accuracy and maintain quality control standards.
• Identify and implement process improvements to enhance efficiency and compliance.

Skills

Fiduciary tax

Leadership

Communication

Analytical skills

Form 1041 expertise

Education

Bachelor's degree in Accounting/Finance

CPA (preferred)

Tools

Fiduciary tax software

Trust accounting platforms

Microsoft Excel

Job description

We are seeking an experienced Tax Manager to oversee fiduciary income tax compliance for trust accounts. This role will manage the preparation, review, and filing of federal and state fiduciary income tax returns, provide guidance on fiduciary tax matters, and supervise tax staff while partnering closely with attorneys, trustees, and external accounting firms.

Key Responsibilities:

• Oversee preparation and review of fiduciary income tax returns (primarily Form 1041).
• Ensure compliance with federal and state tax regulations.
• Supervise and mentor tax professionals.
• Partner with attorneys, trustees, and external tax providers.
• Review returns for accuracy and maintain quality control standards.
• Identify and implement process improvements to enhance efficiency and compliance.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field; CPA preferred.
• 5+ years of fiduciary income tax preparation experience.
• Previous supervisory or management experience.
• Strong expertise with Form 1041 fiduciary income tax returns.
• Experience with fiduciary tax software and trust accounting platforms.
• Excellent communication, organizational, and analytical skills.
• Proficiency in Microsoft Office, particularly Excel.

This is an excellent opportunity for a fiduciary tax professional seeking a leadership role within a collaborative and growing private client services environment.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.