Are you a personal income tax professional (CPA or Enrolled Agent) with experience working with 1040's and 1041's?
Interested in a better quality of life, diverse work responsibilities, a unique hybrid work schedule and the chance to be part of a growing firm with a proven history of success?
Interested in a close work commute and having an office near Bedford, Lexington, Concord, Acton and Billerica area?
If so, contact me to learn more about the company and opportunity!
The company offers a strong base salary, quarterly discretionary bonus, health/medical benefits, 401(k) match and an exceptional work life balance.
Hybrid flexibility: At the beginning, for training purposes, this position will start in the office four days a week. (Monday to Thursday in-office and Friday remote). Once someone is up and running the schedule will be three days in the office and two days remote, then the following week three days working remote and two days in the office. This will continue for alternating weeks.
Overview of position responsibilities:
Tax Preparation and Planning:
• Prepare and file personal, trust and gift tax returns • Work with Tax Manager and provide support as needed
Income Tax Planning
• Income tax planning and projections for wealth management clients • Estimated tax payment planning and coordination
SEC Compliance Support
• Support Chief Compliance Officer with various aspects of compliance program • Assist with firm's internal compliance and cyber security policy development
Portfolio Administration
• Prepare Schwab/Fidelity forms to establish and transfer client accounts • Prepare forms and request checks for money movements • Follow up with custodians on submitted tasks • Scan and update materials post-work session, input tasks as necessary • Trade equities, mutual funds, ETFs • Maintain and electronically file correspondence and other documents
Trust Administration
• Download and save client monthly account statements • Assist with updating check ledgers quarterly using monthly statements received • Assist with quarterly trust accounting process • Assist with preparation of income and expense summary at year end • Assist with assembling and forwarding tax packages for outside tax preparers • Assist in preparation of engagement letters sent to Trust tax clients