Tax Compliance Assistant Job Vacancy in Loring, Wolcott & Coolidge Trust, LLC Boston, MA 02110 – Updated today

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Company Name : Loring, Wolcott & Coolidge Trust, LLC
Location : Boston, MA 02110
Position :

Job Description : TAX COMPLIANCE ASSISTANTReporting to the Head of Tax, the Tax Compliance Assistant will perform a wide range of complex duties in all areas of compliance relating to both trust and individual clients. The candidate must be a team player, flexible in nature and must enjoy working in a busy, fast-paced environment. Specifically during tax seasons, the Tax Compliance Assistant will be required to work overtime. This position handles confidential information, while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are essential.ResponsibilitiesEnsure the timely filing for all fiduciary, gift and individual tax returns,estimates, and extensions with federal and state tax authorities by maintaining and updating a variety of database applications.Coordinate electronic payments to taxing authorities for all trust and individualclients.Electronically file fiduciary and individual income tax returns and update andresubmit rejected returns with OneSource and ProFX vendors.Reconcile and request all necessary tax payments, process tax refunds, charge taxpreparation fees to appropriate sources.Reconcile and maintain tax department holding accounts for all electronic paymentsmade at Bank of America.Maintain Tax Department Compliance Matrix; notify Tax Advisors of approachingdeadlines.Assume lead responsibilities within the firm for ProFX scan software.Prepare and coordinate mailings to clients and beneficiaries for the 3,500+investment management and trust accounts managed by the firm.Prepare and coordinate mailings to the firm’s 500+ individual income tax clients and100+ gift tax clients.Coordinate the delivery of 65-day distribution memos for 800+ trusts and the timelyprocessing of payments to beneficiaries.Ensure all tax filings, work papers, and client documents are stored on firm’selectronic document management system; update all internal databases accordingly.Maintain all recording and tracking of technical functions for all activity oninternal databases.Maintain all department procedures, update as needed, making them available to the department.Assist with fee income process.Coordinate the daily work flow of interrelated tax compliance activities with clientcommunications, tax identification number requests, general problem resolution, calendar assignments and meeting scheduling.Lead in the design and implementation of system development to build, maintain and enhance internal database controls, efficiencies and reports. Proactively seek out more enhanced technology to improve processes and procedures for department as it relates to position responsibilities.Act as an information source on established policies, procedures and controls,including risk mitigation within the department.Maintain spreadsheets, databases, trust accounting system.Maintain all compliance area procedures, update as needed, making them available to the department.Work closely with all members of the department, Trust Administration teams, and/or Trustees to research and resolve any pending tax payment discrepancies.Log and distribute tax notices.Perform other related clerical duties as needed by the department–create annualfiles, process daily mail, answer/direct telephone inquiries, order tax season supplies, etc.Coordinate updates to office address system.Participate in the design and implementation of system development to build,maintain, and enhance internal database controls, efficiencies, and reports.Proactively seek out more enhanced technology to improve processes and procedures for department as it relates to position responsibilities.QualificationsAssociates degree from business school or college.Two years similar experience, working in Tax/Trust/Accounting environment,preferred.Strong aptitude for figures, technology skills (MS Word & Excel) including databaseexpertise.Previous experience working with SunGard’s AddVantage trust accounting system, or ProFX or OneSource tax software helpful.The successful candidate will have the following skills:Must be able to learn new concepts within a complex and demanding environment.Ability to handle high volumes of work during peak periods while adhering to strictdeadlines.Must be willing and able to “own” the process and take responsibility for meetingchallenging deadlines. This will require flexibility in hours from time to time with little to no advance notice.Have both a strong work ethic and a sense of “getting it right”.Must be organized, detail-oriented and work well under pressure.Possess the ability to recognize and remedy potential issues.Solid customer service skills.Be a self-starter, self-motivated individual who is able to organize and manage ownworkload in a fast-paced environment.Have a “can do” attitude and be willing to do whatever it takes, consistent with theexpectations for everyone else in the office.This position is non-exempt and may necessitate flexibility in hours, from time totime, with little or no advance notice. This position is hybrid, requiring at least two on-site days per week, with the flexibility to be on-site as-needed. Preference is given to candidates who are residents of MA, RI, and NH.This job description does not constitute an employment agreement between theemployer and employee, and is subject to change by the employer, as the needs ofthe employer and requirements of the job change.Job Type: Full-timeBenefits:401(k)401(k) matchingDental insuranceEmployee assistance programFlexible scheduleFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offParental leaveProfessional development assistanceReferral programRetirement planTuition reimbursementVision insuranceSchedule:Monday to FridayAbility to commute/relocate:Boston, MA: Reliably commute or planning to relocate before starting work (Required)Education:Associate (Preferred)Work Location: One location

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