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| Job Category : | Business |
| Company Name: | Loring, Wolcott & Coolidge Trust, LLC |
| Position Name: | Tax Compliance Assistant |
| Location : | Loring, Wolcott & Coolidge Trust, LLC in Boston, MA 02110 |
| Job Description : | The Tax Compliance Associate 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 TaxCompliance Associate 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.Responsibilities Ensure 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 individual clients.Electronically file fiduciary and individual income tax returns and update and resubmit rejected returns with OneSource and ProFX vendors.Reconcile and request all necessary tax payments, process tax refunds, charge tax preparation fees to appropriate sources.Reconcile and maintain tax department holding accounts for all electronic payments made at Bank of America.Maintain Tax Department Compliance Matrix; notify Tax Advisors of approaching deadlines.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 and 100+ gift tax clients.Coordinate the delivery of 65-day distribution memos for 800+ trusts and the timely processing of payments to beneficiaries.Ensure all tax filings, work papers, and client documents are stored on firm’s electronic document management system; update all internal databases accordingly.Maintain all recording and tracking of technical functions for all activity on internal 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 client communications, 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 annual files, 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 database expertise.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 environmentAbility to handle high volumes of work during peak periods while adhering to strict deadlinesMust be willing and able to “own” the process and take responsibility for meeting challenging 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 pressurePossess the ability to recognize and remedy potential issuesSolid customer service skillsBe a self-starter, self-motivated individual who is able to organize and manage own workload in a fast-paced environment.Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.This position will report to the Head of Tax.The Tax Compliance Associate position is non-exempt, and it may necessitate flexibility in hours, from time to time, with little or no advance notice. The Tax Compliance Associate position is eligible to participate in the Remote Workplace Program with manager approval.COVID-19 considerations: This position currently is in a hybrid state, requiring both in-office and remote working locations, remote due to the pandemic. Remote work and in-office work requirements are subject to change and are evaluated as part of Loring, Wolcott & Coolidge’s back to work plan.This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.Notice to Employment Agencies:Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.Job Type: Full-timePay: $25.00 – $32.00 per hourBenefits:401(k)401(k) matchingDental insuranceDisability insuranceHealth insuranceLife insurancePaid time offVision insuranceSchedule:Monday to FridayApplication Question(s):What interests you about this job?Education:Associate (Preferred)Experience:Tax: 1 year (Preferred)Work Location: One location |
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