Lead Tax Advisor for Trusts and Estates
2 weeks ago
Vaco Boston is collaborating with a distinguished CPA firm in the Greater Boston region, looking to add a Lead Tax Advisor for Trusts and Estates to their esteemed team.
This role entails the meticulous preparation and examination of fiduciary income tax returns for trusts and estates, as well as gift tax returns.
Key Responsibilities:
- Prepare and review Forms 1041, 706, 709, along with associated schedules.
- Conduct research on intricate tax matters concerning estates, gifts, and trusts.
- Guide clients in fiduciary income tax strategies.
- Deliver updates and strategic advice to clients regarding fiduciary tax issues.
Required Qualifications:
- Bachelor's degree in Accounting, Finance, or a related discipline.
- CPA, JD, or MST designation is preferred.
- A minimum of 3-5 years of experience in fiduciary tax preparation and strategic planning.
- In-depth understanding of tax laws and regulations relevant to fiduciary taxation.
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