Tax Liaison Senior - Fiduciary and Estate - Remote

Overview

This role is for a Senior Tax Liaison within a Trust Tax Compliance organization. The position is remote within the employer's footprint and requires working from a quiet, confidential home workspace approved by the organization. This role requires holding and maintaining either a CPA, Enrolled Agent designation, or JD degree. Candidates without one of these credentials must obtain it within one year of their start date.

Responsibilities

• Coordinate with outside vendors preparing tax returns to meet fiduciary compliance needs.
• Provide necessary information to outside vendors and consult on moderate to complex tax issues.
• Act as liaison between outside vendors and internal fiduciary advisors.
• Review tax returns prepared by outside vendors prior to filing or as part of quality checks.
• Prepare appropriate tax forms for federal, state, and local jurisdictions as needed.
• Perform secondary reviews of tax returns of moderate to high complexity when requested.
• Review new accounts and codes for correct tax preparation and ensure proper setup in tax systems.
• Analyze trust instruments, wills, and other documents to ensure proper tax reporting.
• Review accounts for generation-skipping transfer tax issues and assist less experienced tax liaisons.
• Assist outside vendors with tax notices, audits, and inquiries, collaborating with counsel as needed.
• Review client account activities to ensure correct tax reporting.
• Participate in training to enhance technical knowledge and maintain professional credentials.
• Serve as a resource to less experienced tax accountants on routine and non-routine matters.

Requirements

• Trust and Estate Tax experience.
• Experience with Generation Skipping Tax review.
• Ability to analyze trust agreements for correct state filings and tax recording.
• Must hold and maintain CPA, Enrolled Agent, or JD degree; must obtain one within one year if not currently held.
• Bachelor's degree or equivalent combination of education, certification, and experience.
• Minimum of 2 years relevant professional experience.

Preferred Skills and Competencies

• Data Analytics, Expense Controls, Financial Analysis.
• Knowledge of Generally Accepted Accounting Principles (GAAP), Tax Audits, Tax Regulations, and Tax Research.
• Accuracy and attention to detail.
• Audit and compliance function expertise.
• Decision making and critical thinking.
• Effective communication skills.
• Flexibility and adaptability.
• Problem solving and tax management.

Certifications

• Certified Public Accountant (CPA) or
• Enrolled Agent (EA) or
• Juris Doctor (JD) degree

Work Environment

• Remote work may be available in select geographic locations with approval.
• Work must be conducted from a quiet, secure, and confidential home workspace.
• Occasional in-office participation may be required.
• No employment visa sponsorship or STEM OPT participation provided.

Compensation & Benefits

• Medical, prescription drug, dental, and vision coverage options.
• Life insurance for employees and dependents.
• Short and long-term disability protection.
• 401(k) plan with employer match, pension, and stock purchase plans.
• Dependent care reimbursement account.
• Backup child/elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance programs.
• Wellness program with financial incentives.
• Paid time off including maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, and 15 to 25 vacation days depending on career level and years of service.

Equal Employment Opportunity

The employer provides equal employment opportunity regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories.

Additional Information

• This position is subject to regulatory requirements prohibiting hiring individuals with certain criminal histories.
• Reasonable accommodations are available for applicants with disabilities during the application process.

Location

Remote within approved geographic locations, with occasional in-office requirements as needed.