Position Details
Description We are looking for an experienced Fiduciary Tax Manager to lead tax compliance activities for a diverse book of trusts, estates, foundations, and retirement accounts in Boston, Massachusetts. This role is central to ensuring accurate filings, sound interpretation of governing documents, and timely responses to fiduciary tax matters. The ideal candidate brings deep technical knowledge, strong judgment, and the ability to work closely with internal partners and external advisors in a deadline-driven environment.
Responsibilities:
• Direct the end-to-end tax reporting cycle for a broad portfolio of fiduciary entities, ensuring filings are completed accurately and on schedule.
• Oversee the preparation and final review of federal and state fiduciary returns, along with associated informational forms and supporting documentation.
• Analyze trust and estate instruments to determine proper tax treatment, including matters related to transfer tax considerations.