Legal Staff Accounting/Finance in Boston, MA

Law Firm

Boston, MA

Legal Staff Accounting/Finance in Boston, MA

Legal Staff

Min 5 yrs required

No

Job Title: Tax Coordinator

Job Responsibilities:
- Collaborate with and support trustees throughout the tax return preparation process.
- Ensure trustees are kept informed and consulted on fiduciary tax matters as appropriate and provide advice as needed.
- Facilitate the accurate preparation and filing of federal and state fiduciary income tax returns using OneSource ProSystem fx fiduciary tax software.
- Interface with an outside accounting firm preparing fiduciary returns for trusts administered internally on SEI platform and externally. Assure smooth flow of information.
- Demonstrate an applied knowledge of applicable federal and state tax laws.
- Assist with updating on changes in tax laws and implement necessary process adjustments accordingly.
- Represent the law firm professionally on fiduciary tax-related matters, working directly with trustees and beneficiaries as appropriate.
- Provide excellent client service; address internal and external clients promptly and accurately.
- Assist with coordination of ongoing transition to outside tax preparation as well as process/workflow improvements.
- Prepare and review fiduciary income tax returns for accuracy as needed.
- Maintain high standards of quality control within the department.

Education, Experience and Qualifications:
- Undergraduate degree.
- Minimum of five years of experience in fiduciary tax preparation.
- Strong working knowledge of form 1041; experience with OneSource and CCH Axcess fiduciary tax preparation software preferred.
- Working knowledge of SEI platform preferred.
- Excellent interpersonal and communication skills.
- Detail-oriented with a strong focus on accuracy.
- Proficiency in Microsoft Office suite.

Salary Information:
The text does not provide specific salary information for the Tax Coordinator position.