Senior Fiduciary Tax Specialist at Kforce Inc in Dedham, Massachusetts

Job Description:

RESPONSIBILITIES:

Kforce's client, a well-established CPA firm located in the Dedham, MA area is seeking a Senior Fiduciary Tax Specialist.

Benefits the Company offers:

• Competitive salary commensurate with experience, including performance bonus


• Comprehensive benefits package, including health insurance, retirement plans, and paid time off


• Opportunities for professional development and advancement within a growing fiduciary department


• 1/2-day Fridays in the summer


• Tuition reimbursement program


• On-site gym and game room

Summary:
The Senior Fiduciary Tax Specialist will be responsible for the preparation and review of fiduciary income tax returns for trusts and estates, as well as gift tax returns and estate tax returns. This role will also involve providing ancillary assistance with estate tax and planning matters, collaborating closely with clients and internal stakeholders to ensure compliance and optimize tax strategies.

Responsibilities:

• Prepare and review Forms 1041, 706, 709, and related schedules, ensuring accuracy and compliance with relevant regulations


• Provide expert guidance on complex tax issues related to estates, gifts, and trusts, including income taxation, deductions, exemptions, and credits


• Conduct thorough research on tax laws and regulations to stay abreast of changes and developments impacting fiduciary taxation


• Assist clients with fiduciary income tax planning and estate/gift tax planning, offering strategic advice to minimize tax liabilities and maximize wealth preservation


• Communicate effectively with clients, addressing inquiries, providing updates on tax matters, and offering proactive advice to optimize their financial situations


• Mentor and train junior staff members, fostering their professional development and contributing to the overall growth of the fiduciary department


• Participate in firm-wide initiatives and contribute to a positive and collaborative work culture

REQUIREMENTS:

• Bachelor's degree in Accounting, Finance, or a related field


• CPA, JD, or MST strongly preferred


• Minimum 3-5 years of experience in tax preparation and planning, with a focus on estates, gifts, and trusts


• Strong knowledge of tax laws and regulations pertaining to fiduciary taxation, including familiarity with IRS forms and guidelines


• Exceptional analytical skills and attention to detail, with the ability to navigate complex tax scenarios


• Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal stakeholders


• Proven leadership abilities, with experience mentoring and guiding junior staff members


• Ability to thrive in a fast-paced, dynamic environment, with a strong commitment to delivering high-quality service to clients

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless
and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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