Choate, Hall & Stewart LLP · 1 week ago
Fiduciary Tax Accountant
Boston, MA
Full-time
Onsite
Mid, Senior Level
$110K/yr - $160K/yr
7+ years expChoate, Hall & Stewart LLP is a law firm seeking a Fiduciary Tax Accountant to provide high level client service to family office clients. The role involves preparing estate tax returns, gift tax returns, and fiduciary income tax returns, along with collaborating with attorneys and clients to develop tax-efficient strategies for wealth transfer and estate planning.
LegalProfessional Services
No H1B
Responsibilities
Prepares, reviews and processes estate tax, fiduciary income tax, and gift tax returns (forms 706, 8971, 1041 and 709 and related state filings) for the Wealth Management Group clients
Analyze trust documents and estate plans to determine tax implications and compliance requirements
Collaborate with attorneys, advisors, and clients to develop tax-efficient strategies for wealth transfer and estate planning
Maintain accurate records of trust and estate transactions, distributions, and tax filings
Monitor changes in tax laws and regulations affecting fiduciary entities and advise stakeholders accordingly
Assist with IRS and state tax audits and correspondence
Provide support in the valuation of estate assets and preparation of estate tax returns
Ensure timely filing of tax returns and estimated payments
Utilize tax software and financial systems to manage workflow and reporting
Ensures the Firm complies, on behalf of our clients, with federal, state and foreign tax rules and regulations
Provide overflow support to Tax Department
Qualification
Required
Bachelor's degree in accounting, finance or business administration
CPA, JD, or Enrolled Agent required
7+ years of experience in fiduciary tax accounting, preferably in a law firm, wealth management firm, or public accounting environment
Strong knowledge of fiduciary taxation, estate and gift tax rules
Advanced Excel skills, and proficiency in tax preparation software
Excellent analytical, organization, and communication skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future)
Preferred
Experience working with high-net-worth individuals and complex estate structures preferred
Benefits
Comprehensive health and well-being benefits
Personal and professional development
Career growth opportunities
A collegial and supportive culture
Discretionary bonus based on performance
Company
Choate, Hall & Stewart LLP
Choate, one of the nation’s premier law firms, is different from the vast majority of major firms in ways we believe materially benefit our clients.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Charles Cheever
Managing Partner
C
Christopher Nelson
Partner
Recent News
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