Responsibilities:
- Deliver responsive client service in coordination with our financial planners, portfolio executives, and relationship managers
- Review tax returns and plans prepared by other Senior Tax Associates or by Tax Associates
- Prepare accurate and complete tax returns (Forms 1040, 1041, 709, 1065, 1120S, and 1099/W2, all schedules, and accompanying state forms)
- Prepare or review client bookkeeping
- Prepare or review responses to tax questions
- Prepare or review tax plans, including year-end and transaction-related tax plans (sale of a home, sale of a business, implementation of an estate planning strategy, Roth conversions, charitable contributions, etc.)
- Prepare or review responses to IRS and state tax notices
- Present or co-present (with our financial planners) tax planning options to clients
- Deliver regular reports on agreed-upon key performance indicators (KPIs) and provide as-needed status updates on client work
- At the direction of the Manager of Tax and Family Office Services, serve as the designated or backup processor for tax e-filing
- Contribute to the successful completion of projects as directed by Manager of Tax and Family Office Services
Qualifications:
- Bachelor's degree
- 5+ years experience preparing forms 1040, 1041, 709, 1065, 1120S, and 1099/W2, all schedules, and accompanying state forms
- Enrolled Agent (EA) or CPA required
- Excellent customer service, verbal and written communication skills
- Strong computer skills (PDF-paperless documents, CCH Axcess, QuickBooks, eMoney, Salesforce, Excel, Word)
- Strong attention to detail
- Ability to independently prioritize individual tasks
- Must be compliant with all personal federal and state tax filing requirements
- Already hold or be eligible to obtain an IRS PTIN (preparer tax identification number)
- Be compliant with all initial and ongoing SEC and IRS compliance requirements
Required Years of Experience: 5
Additional Info: For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
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