Tax Assistant

Job Summary

The Tax Assistant provides administrative assistance for the Tax Director and Accountants. The duties for this position include, but are not limited to:

• Provide general administrative support to the Wealth Management Tax Department.
• Coordinate and monitor schedules, records, and information pertinent to the filing deadlines for all trust accounts.
• Coordinate and file all tax returns with the applicable tax authorities for the Wealth Management Tax Department.
• Manage electronic and physical filing of tax department documents, including tax notices and monthly client statements.
• Service Trustees and Account Administrators requests and inquiries, specifically providing copies of appropriate documents upon request.
• Manage portals and requests with external CPAs to process >1,500 tax payments.
• Update tax portal for payments and organize and save tax vouchers.
• Assist with processing tax refunds by verifying account information and depositing into proper accounts.
• Open, process, and distribute tax department mail.
• Maintain spreadsheet for tax notice tracking, and coordinating various departmental tasks.
• Additional duties as requested.

• Able to work proactively and independently, as well as within a team.
• Exceptional attention to detail, organization, and prioritization.
• Uses innovative thinking and exercises sound judgment to achieve results.
• Ability to solve problems and learn quickly.
• Strong time management skills and the ability to work well under pressure to meet required departmental deadlines.
• Ability to multi-task.

• Associate degree or equivalent in business administration.
• 3-5 years administrative support experience; experience in investment management or tax industry preferred.
• Strong computer skills, including proficiency in Microsoft Excel, Word and PowerPoint.
• Detail oriented, flexible, ability to meet deadlines and manage multiple priorities.
• Strong oral and written communication skills.

• 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).

Choate offers a comprehensive Total Rewards package to our business professional team members. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is $60,000 - $80,000 and may include a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including but not limited to qualifications and experience, education, external market data and consideration of internal equity.