What are the responsibilities and job description for the Tax Coordinator position at Day Pitney?
position summary
The private client department at day pitney llp is seeking a skilled and detail-oriented individual to join our law firm as tax coordinator, facilitating (and also assisting directly with) the preparation of fiduciary income tax returns in collaboration with private client department paralegals, the boston office tax manager and the trust operations group. Day pitney has one of the largest private client practices in the united states, with over 80 estate planning attorneys. Trust operations supports day pitney attorneys who serve as trustees. The private client department offers professional staff boundless opportunities for career growth and technical skill development for a candidate with potential, ambition and the right cultural fit.
The successful candidate will assist the tax manager with the fiduciary income tax administration process, ensuring accurate and timely preparation of federal and state fiduciary income tax returns and related documents for trust accounts with day pitney trustees. The tax coordinator will also assist with the in-house preparation of fiduciary returns and coordination with an outside accounting firm as we transition to outside preparation of returns for many of our accounts.
The tax coordinator will work closely with firm attorneys and other personnel within the private client department on fiduciary income tax issues. This will involveamong other dutiesthe actual preparation of fiduciary income tax returns. This is also a timekeeping role, where the tax coordinator will track time and apply it to client matters.
The tax coordinator will have access to sensitive client information and therefore must demonstrate good judgment and discretion at all times. The tax coordinator will manage complex, detailed tax return work, and must be unintimidated by deadlines.
Responsibilities
- Collaborate with and support trustees throughout the tax return preparation process.
- Ensure trustees are kept informed and consulted on fiduciary tax matters as appropriate and provide advice as needed.
- Facilitate the accurate preparation and filing of federal and state fiduciary income tax returns using OneSource ProSystem fx fiduciary tax software.
- Interface with outside accounting firm preparing fiduciary returns for trusts administered internally on SEI platform and externally. Assure smooth flow of information.
- Demonstrate an applied knowledge of applicable federal and state tax laws.
- Assist with updating on changes in tax laws and implement necessary process adjustments accordingly.
- Represent the firm professionally on fiduciary tax-related matters, working directly with trustees and beneficiaries as appropriate.
- Provide excellent client service; address internal and external clients promptly and accurately.
- Assist with coordination of ongoing transition to outside tax preparation as well as process/workflow improvements.
- Prepare and fiduciary income tax returns; review fiduciary tax returns for accuracy as needed.
- Maintain high standards of quality control within the department.
Education, Experience and Qualifications:
- Undergraduate degree.
- Minimum of five years of experience in fiduciary tax preparation.
- Strong working knowledge of form 1041; experience with OneSource and CCH Axcess fiduciary tax preparation software preferred.
- Working knowledge of SEI platform preferred.
- Excellent interpersonal and communication skills.
- Detail-oriented with a strong focus on accuracy.
- Proficiency in Microsoft Office suite.
