Job Title:
Senior Tax Associate
Job Code:
6999
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Dec 1 2022
Expires On:
Jan 4 2023
Responsibilities:
- Deliver responsive client service in coordination with our financial planners, portfolio executives, and relationship managers
- Review tax returns and plans prepared by other Senior Tax Associates or by Tax Associates
- Prepare accurate and complete tax returns (Forms 1040, 1041, 709, 1065, 1120S, and 1099/W2, all schedules, and accompanying state forms)
- Prepare or review client bookkeeping
- Prepare or review responses to tax questions
- Prepare or review tax plans, including year-end and transaction-related tax plans (sale of a home, sale of a business, implementation of an estate planning strategy, Roth conversions, charitable contributions, etc.)
- Prepare or review responses to IRS and state tax notices
- Present or co-present (with our financial planners) tax planning options to clients
- Deliver regular reports on agreed-upon key performance indicators (KPIs) and provide as-needed status updates on client work
- At the direction of the Manager of Tax and Family Office Services, serve as the designated or backup processor for tax e-filing
Qualifications:
Bachelor's degree
5+ years experience preparing forms 1040, 1041, 709, 1065, 1120S, and 1099/W2, all schedules, and accompanying state forms.
Enrolled Agent (EA) or CPA required Excellent customer service, verbal and written communication skills Strong computer skills (PDF-paperless documents, CCH Axcess, QuickBooks, eMoney, Salesforce, Excel, Word) Strong attention to detail Ability to independently prioritize individual tasks Must be compliant with all personal federal and state tax filing requirements Already hold or be eligible to obtain an IRS PTIN (preparer tax identification number) Be compliant with all initial and ongoing SEC and IRS compliance requirements
5+ years experience preparing forms 1040, 1041, 709, 1065, 1120S, and 1099/W2, all schedules, and accompanying state forms.
Required Years of Experience:
5
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
Salary Range:
100-120k