Job Description
Job Description
We are looking for an experienced Tax Specialist to support an organization in Westborough, Massachusetts through a Contract assignment. This role focuses on trust, estate, and fiduciary tax work, requiring strong technical judgment and the ability to manage deadlines in a detail-driven environment. The position offers the opportunity to collaborate with attorneys, clients, and internal professionals while handling a steady volume of specialized tax filings.
Responsibilities:
• Prepare and review fiduciary, estate, and trust tax filings, including Forms 1041 and associated schedules, with accuracy and timeliness.
• Collect financial records and tax documentation from multiple sources, then evaluate and reconcile the information before return preparation.
• Investigate complex tax questions and provide support on compliance matters related to trust and estate reporting.
• Coordinate closely with attorneys, clients, and internal team members to ensure all required materials are received and submitted by filing deadlines.
• Use CCH ProSystem Fx tax software to complete, review, and process returns efficiently throughout the engagement.
• Manage a substantial workload of income tax and fiduciary returns while maintaining quality standards during high-volume periods.
• Assist with additional tax assignments and related projects as priorities shift during peak filing cycles.
• Demonstrated experience preparing fiduciary income tax returns, including trust and estate filings.
• Strong working knowledge of Forms 1041 and related tax compliance requirements.
• Hands-on proficiency with CCH ProSystem Fx or comparable tax preparation software.
• Ability to analyze financial data, identify discrepancies, and complete reconciliations accurately.
• Comfortable collaborating with legal professionals, clients, and internal staff in a deadline-oriented setting.
• Solid tax research skills with the ability to apply findings to compliance matters.
• Proven ability to manage multiple assignments effectively in a Contract role.