Tax Accountant

The Investment Management Group at Rockland Trust is seeking a Tax Accountant for a hybrid position to work closely with the Manager of Tax Services, assisting in fiduciary, estate, and individual tax compliance and advisory services for clients, prospects, and internal colleagues. 

Responsibilities:

Fiduciary Tax Administration


* Assist in preparing and filing fiduciary income tax returns (Form 1041), including estate fiduciary income tax returns, charitable split-interest trust (Form 5227), exempt organizations (Form 990/990PF), and non-resident alien (NRA Form 1042).


* Prepare and file quarterly estimated taxes for trusts and estates.


* Support with trust accounting and tax system data review and maintenance (SEI, OneSource).

Estate Tax Administration


* Assist in the preparation of estate tax returns (Form 706) and gift and generation-skipping transfer tax returns.


* Help develop post-mortem tax planning strategies and provide administrative support for estate-related matters.

Individual Tax Administration


* Prepare and review individual tax returns, including federal and state returns, gift tax returns, estimated payments, extensions, and audits for high-net-worth clients.


* Assist in tax projections and tax planning strategies.


* Prepare employer payroll tax returns as requested.

Tax Advisory Services


* Assist in providing tax planning strategies for clients.


* Contribute to written and verbal communications about tax strategy ideas (newsletter contributions, in-person and group presentations).


* Work collaboratively with clients’ other advisors to discuss tax strategy concepts.

Additional Responsibilities:


* Help ensure all client service and compliance deadlines are met.


* Research and resolve tax authority notices as needed.


* Provide research and technical support to Relationship Managers on complex tax issues.

Qualifications:


* 3-5 years of experience in preparing and reviewing individual, trust, estate and gift tax returns.


* Basic understanding of tax research, analysis, and related tax compliance duties.


* Proficiency in tax processing software and related tools including CCH ProSystem fx Tax or Axcess Tax (experience with OneSource or SEI preferred).


* Strong oral and written communication skills for effective collaboration with clients, tax authorities, legal advisors, and colleagues.


* A BS/BA in Accounting, Finance, Business, or Economics.


* EA or CPA designation preferred, but not required.

Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and...