Job Title: Fiduciary Tax Specialist
Job Responsibilities:
- Support tax operations by assisting with daily trust tax activities and filings.
- Manage payments, including processing IRA/NRA withholding, estimated payments, and tax filings with the IRS and other authorities.
- Review and coordinate tax documents by validating vendor-prepared documents and collaborating with internal and external partners.
- Serve as a point of contact for tax-related questions across teams and with outside agencies.
- Manage travel logistics, expense reports, and assist in training less experienced staff.
Education and Experience Information:
- Educational background requires a Bachelor’s degree in accounting or finance. A CPA, EA, JD, or master’s degree is preferred.
- Experience of 2–5 years in tax, trust, or financial services roles is required.
- Candidates should be detail-focused with strong attention to accuracy and the ability to manage multiple tasks efficiently.
- Proficiency with Microsoft Office, EFTPS, and systems like SEI SWP or OneSource Trust Tax Insight is necessary.
- A team-oriented approach with strong communication and collaborative skills is essential.
Salary Information:
- The expected salary range for this role is $75,000 - $88,000 for the Boston, MA market, based on experience, qualifications, and location of the position.
- The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.
- A full range of benefits and programs are offered, including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), along with other special perks for team members.
Additional Information:
- This position does not offer relocation or visa sponsorship.
- **Members Only** provides a competitive total rewards package and emphasizes recognizing employees in meaningful ways, including incentive pay and a benefits program.
- **Members Only** is committed to creating an inclusive environment and offers an accessible candidate experience. Legal eligibility to work at the specified location(s) is required.
- Candidates may be asked to complete an attribute-based assessment and other skills tests during the application process.
