Tax Accountant jobs in United States
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Fiduciary Trust Company · 12 hours ago

Tax Accountant

Fiduciary Trust Company is seeking a Tax Accountant to manage the preparation of various tax returns for individuals and trusts. The role involves ensuring compliance with tax laws and providing technical advice across the organization while maintaining efficient workflows.

Financial Services
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Comp. & Benefits

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

Qualification

Tax preparation experienceTax law knowledgeTax preparation softwareCPA designationAnalytical skillsCommunication skillsAttention to detailOrganizational skills

Required

Bachelor's degree required
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

Preferred

CPA or EA designation preferred

Company

Fiduciary Trust Company

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Fiduciary Trust Company is a Boston-based wealth management firm.

Funding

Current Stage
Growth Stage
Total Funding
$6M
2025-11-19Acquired
2022-08-25Series Unknown· $6M

Leadership Team

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Aimee Bryant
Trust Counsel and Vice President
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Karen D'Antuono
Vice President and Trust Counsel
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Company data provided by crunchbase