The Phoenix Group
http://cdn.haleymarketing.com/templates/62733/logos/400x400.png
http://www.tpgnyc.com
http://www.tpgnyc.com
USD
120000
130000
YEAR
true
AJ Townsend
Tax Coordinator
1 Federal St Boston, MA 02110 US
Job Description
Boston 3/2
Key Responsibilities:
Qualifications:
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Key Responsibilities:
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Partner with internal stakeholders to support the administration and filing of fiduciary income tax returns.
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Communicate with trustees on tax-related matters and provide timely updates or guidance as needed.
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Prepare and review federal and state fiduciary income tax filings (Form 1041) using fiduciary tax software such as OneSource ProSystem fx.
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Coordinate data collection and information sharing between internal teams and an external accounting firm to ensure smooth and accurate preparation of returns.
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Stay current on relevant tax regulations and assist in applying updates to internal procedures.
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Serve as a professional representative in communications with trustees, beneficiaries, and third parties regarding tax matters.
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Help refine and improve workflows as the firm continues transitioning to an outsourced tax return preparation model.
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Accurately track billable hours and allocate time to appropriate client matters.
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Uphold the highest level of confidentiality and professionalism when handling sensitive financial data.
Qualifications:
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Bachelor’s degree required.
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At least 5 years of hands-on experience preparing fiduciary income tax returns.
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In-depth familiarity with Form 1041 is essential.
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Experience with tax software platforms such as OneSource or CCH Axcess is strongly preferred.
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Familiarity with SEI trust administration software is a plus.
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Strong attention to detail and high standards for accuracy and quality control.
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Proficient in Microsoft Office applications, including Excel and Outlook.
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Excellent communication and interpersonal skills, with the ability to collaborate across departments and with external partners.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Meet Your Recruiter
AJ Townsend
Principal Recruiter
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