Fiduciary Trust Company · 11 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
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
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
Fiduciary Trust Company is a Boston-based wealth management firm.
Funding
Current Stage
Growth StageTotal Funding
$6M2025-11-19Acquired
2022-08-25Series Unknown· $6M
Leadership Team
Recent News
2025-12-18
2025-11-21
2025-11-19
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