Vaco by Highspring · 3 hours ago
Tax Accountant
Boston, MA
Full-time
Onsite
Senior Level
$160K/yr - $160K/yr
7+ years expVaco by Highspring is a company focused on providing professional services, and they are seeking a Tax Accountant to manage estate tax, fiduciary income tax, and gift tax returns for their Wealth Management Group clients. The role involves collaborating with attorneys and clients, analyzing trust documents, and ensuring compliance with tax regulations.
Staffing & Recruiting
Hiring Manager
Annie Ellis
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
Preferred
Experience working with high-net-worth individuals and complex estate structures preferred
Benefits
Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan
Company
Vaco by Highspring
Vaco is the Talent Solutions division of Highspring, a leading global professional services organization.
5001-10000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase