Fiduciary Tax Accountant

Fiduciary Tax Accountant

Boston, MA – Hybrid $,000 + Bonus

• 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.
• Analyzes trust documents and estate plans to determine tax implications and compliance requirements.
• Collaborates with attorneys, advisors, and clients to develop tax‑efficient strategies for wealth transfer and estate planning.
• Maintains accurate records of trust and estate transactions, distributions, and tax filings.
• Monitors changes in tax laws and regulations affecting fiduciary entities and advises stakeholders accordingly.
• Assists with IRS and state tax audits and correspondence.
• Provides support in the valuation of estate assets and preparation of estate tax returns.
• Ensures timely filing of tax returns and estimated payments.
• Utilizes tax software and financial systems to manage workflow and reporting.
• Ensures the firm complies, on behalf of clients, with federal, state, and foreign tax rules and regulations.

• Bachelor’s degree in accounting, finance or business administration.
• CPA, JD, or Enrolled Agent required.
• 7+ years of experience in fiduciary tax accounting.