Fiduciary Tax Accountant

About the Role

Under the supervision of the Estate & Probate Administration Manager, the Fiduciary Tax Accountant serves as a strategic partner within the Wealth Management Group. This role is dedicated to delivering high-level client service to family office clients, ensuring the seamless management of complex fiduciary tax obligations.

The position acts as a critical bridge between technical tax compliance and broader wealth transfer strategies. You will work closely with attorneys, advisors, and clients to analyze trust documents and estate plans, determining tax implications and developing tax-efficient strategies for wealth transfer. Beyond preparation, the role involves monitoring changes in tax laws to advise stakeholders and providing support during IRS and state tax audits.

Hiring Process & Application

Vaco by Highspring utilizes AI for preliminary candidate screenings to ensure minimum job requirements are met. Further assessment is conducted by recruiters and hiring managers. By submitting an application, you agree to be included in the talent pool for future opportunities and grant Vaco by Highspring the exclusive right to present you as a candidate for this position.

Our Commitment to Diversity & Inclusion

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. We are an Equal Opportunity Employer and do not discriminate based on race, color, sex, religion, national origin, age, disability, veteran status, or any other protected characteristic.

We are committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations. If you require an accommodation to participate in the application or interview process, please contact HR@vaco.com.

Work location

Work model: On-site

8, Acorn Street, Beacon Hill, Boston, Suffolk County, Massachusetts, 02108, United States

Boston, Massachusetts

Key Responsibilities

check_circleAnalyze trust documents and estate plans to determine tax implications and compliance requirements
check_circleCollaborate with attorneys and advisors to develop tax-efficient wealth transfer strategies
check_circleMaintain accurate records of trust and estate transactions, distributions, and tax filings
check_circleMonitor changes in tax laws and advise stakeholders on fiduciary entity regulations
check_circleAssist with IRS and state tax audits and manage related correspondence
check_circleSupport valuation of estate assets and ensure timely filing of tax returns and payments
check_circleEnsure firm compliance with federal, state, and foreign tax rules on behalf of clients
check_circlePrepare, review, and process estate, gift, and fiduciary income tax returns for clients

Requirements

verifiedBachelor's degree in accounting, finance or business administration
verifiedCPA, JD, or Enrolled Agent required
verified7+ years of experience in fiduciary tax accounting
verifiedStrong knowledge of fiduciary taxation, estate and gift tax rules
verifiedAdvanced Excel skills
verifiedProficiency in tax preparation software

Nice to Have

Experience working with high-net-worth individuals and complex estate structures.

Benefits & Perks

check_circleMedical, dental, and vision benefitscheck_circle401(k) retirement plancheck_circleEligibility for discretionary bonuses

Skills, education and keywords

Skills: Excel, Tax Preparation Software, Cpa, JD, Enrolled Agent.

Education: Bachelor's degree in accounting, finance or business administration required.

Frequently asked questions about Fiduciary Tax Accountant at Vaco by Highspring

What does a Fiduciary Tax Accountant at Vaco by Highspring do?expand_more

A Fiduciary Tax Accountant at Vaco by Highspring is responsible for the following: Analyze trust documents and estate plans to determine tax implications and compliance requirements; Collaborate with attorneys and advisors to develop tax-efficient wealth transfer strategies; Maintain accurate records of trust and estate transactions, distributions, and tax filings; and Monitor changes in tax laws and advise stakeholders on fiduciary entity regulations.

What are the requirements for this Fiduciary Tax Accountant role?expand_more

Vaco by Highspring is looking for candidates who meet the following requirements: Bachelor's degree in accounting, finance or business administration; CPA, JD, or Enrolled Agent required; 7+ years of experience in fiduciary tax accounting; Strong knowledge of fiduciary taxation, estate and gift tax rules; Advanced Excel skills; and Proficiency in tax preparation software.

Where is the Fiduciary Tax Accountant role at Vaco by Highspring located?expand_more

Fiduciary Tax Accountant at Vaco by Highspring is based in 8, Acorn Street, Beacon Hill, Boston, Suffolk County, Massachusetts, 02108, United States. This is a on-site role.

Is this Fiduciary Tax Accountant job remote, hybrid, or on-site?expand_more

Vaco by Highspring has listed this Fiduciary Tax Accountant role as on-site.

How much experience is required for this Fiduciary Tax Accountant role?expand_more

Fiduciary Tax Accountant at Vaco by Highspring typically requires 7+ years of relevant experience at the senior level.

What skills do you need for the Fiduciary Tax Accountant role at Vaco by Highspring?expand_more

Key skills for Fiduciary Tax Accountant at Vaco by Highspring include Excel; Tax Preparation Software; Cpa; JD; and Enrolled Agent.

What education is required for Fiduciary Tax Accountant at Vaco by Highspring?expand_more

Educational requirements for this role: Bachelor's degree in accounting, finance or business administration required.

What category does the Fiduciary Tax Accountant role belong to?expand_more

Fiduciary Tax Accountant at Vaco by Highspring is part of the accounting & finance job category on Recrutus.