Tax Associate

u003cdivu003eu003cdivu003eTax Associateu003cbru003eFinancial Planning Company— Portland, ME -- $82K, may stretch, plus 18K flex dollars per yearu003c/divu003eu003cdivu003eu0026 u003c/divu003eu003cdivu003eTHE SIZZLE:u003cbru003e• u0026 u0026 Role is in office 3 days per week (Tues-Thurs)u003cbru003e• u0026 u0026 Targeting 5 years of experience (will consider 3-5 if they have in-depth research skills) public accounting preferredu003cbru003e• u0026 u0026 Reports to SVP, Tax Directoru003cbru003e• u0026 u0026 Great benefits, 11 holidays, 4 weeks’ vacationu003c/divu003eu003cdivu003eu0026 u003c/divu003eu003cdivu003eSKILLS/EXPERIENCE REQUIREMENTS:u003cbru003e• u0026 u0026 Bachelor of Science Degree in Business or Accounting.u0026 u003cbru003e• u0026 u0026 Fiduciary tax experience.u0026 u003cbru003e• u0026 u0026 At least 5 years’ experience in a public accounting firm, preferably in a tax preparation role.u0026 u003cbru003e• u0026 u0026 Demonstrated tax knowledge and expertise.u0026 u003cbru003e• u0026 u0026 Ability to research tax issues and communicate results.u0026 u003cbru003e• u0026 u0026 CPA designation preferred.u0026 u003cbru003e• u0026 u0026 Microsoft Office programs.u0026 u003cbru003e• u0026 u0026 Excellent time management skills with the ability to multitask and maintain workflow to meet both internal and external deadlines.u0026 u003cbru003e• u0026 u0026 Ability to work independently and as part of a team.u0026 u003cbru003e• u0026 u0026 Strong verbal and written communication skills.u0026 u003cbru003e• u0026 u0026 Must be technologically adept with the ability to learn new software programs quickly and intuitively.u0026 u003cbru003e• u0026 u0026 Organized, responsible, loyal to and enthusiastic about the firm’s purpose/goals/values.u0026 u003cbru003e• u0026 u0026 Customer service, diplomacy, ability to observe strict confidentiality policies.u0026 u003c/divu003eu003cdivu003eu0026 u003c/divu003eu003cdivu003eDUTIES u0026RESPONSIBILITIES:u003cbru003eGeneral Fiduciary Tax Responsibilities:u0026 u003cbru003e• u0026 u0026 Work with Tax Director to develop high-level understanding of company’s fiduciary client base and individual client needs.u0026 u003cbru003e• u0026 u0026 Review of tax filings and forms prepared by outside preparers and/or Tax Director.u0026 u003cbru003e• u0026 u0026 Ability to research, coordinate and manage tax projects for our client base.u0026 u003cbru003e• u0026 u0026 Coordinate with Tax Director and outside preparers to track all required fiduciary filings and ensure timely and accurate remittance.u0026 u003cbru003e• u0026 u0026 Preparation of returns for a very small portion of fiduciary client base not done by our preparer.u0026 u003cbru003e• u0026 u0026 Coordination with obtaining third party information and preparation of quarterly estimates. Help project income and potential tax liabilities for estimated tax purposes.u0026 u003cbru003e• u0026 u0026 Respond to agency notices for our client base.u0026 u003cbru003e• u0026 u0026 Involvement with engagement letter process with Tax Administrator for preparing, sending and tracking fiduciary fee engagement letters.u0026 u003cbru003e• u0026 u0026 Communicate frequently and routinely with outside preparers to aid with information necessary for return preparation, to address transactional and coding questions, and to monitor flow of items.u0026 u003cbru003e• u0026 u0026 Ability to work directly with our fiduciary tax return preparer for ongoing best practices related to our client data.u0026 u003cbru003e• u0026 u0026 Share projected and final balance due and estimate amounts with relevant teams, including the Portfolio Management group for cash balance/investment purposes and Operations for timely processing of payments.u0026 u003cbru003e• u0026 u0026 Assist Tax Director with needs related to the firm’s entity tax returns.u0026 u003cbru003e• u0026 u0026 Field internal and client inquiries on timing of specific tax items and forms and develop relationships with those parties.u0026 u003cbru003e• u0026 u0026 Perform various duties to assist the Tax Administrator with processing and other items during peak periods.u0026 u003cbru003e• u0026 u0026 Work closely with Trust Officers and Tax Director on items requiring specific attention, including onboarding of new trust accounts, trust terminations, changes to grant status of returns, private and/or foreign holdings, assessing the need for new state filing requirements, etc.u0026 u003cbru003e• u0026 u0026 Stay current on tax laws, regulations and proposals impacting clients.u0026 u003c/divu003eu003cdivu003eTechnology Specific Responsibilities:u0026 u003cbru003e• u0026 u0026 Learn to master the tax group’s primary software, One Source Trust Tax (OSTT) and become the firm champion, maintaining responsibility for keeping up to date with software developments.u0026 u003cbru003e• u0026 u0026 Become proficient with the firm’s trust accounting system from which OSTT derives its information. Understand transactional flow and coding. Generate system reports and create custom reports, as needed.u0026 u003cbru003e• u0026 u0026 Maintain responsibility for data bridge between OSTT and the trust accounting systemu0026 u003c/divu003eu003cdivu003eRelational Responsibilities:u0026 u003cbru003e• u0026 u0026 Serve as a resource to the firm and clients on tax related items.u0026 u003cbru003e• u0026 u0026 Work closely with Client Advisors, Portfolio Managers, Trust Officers, Real Estate and Operations groups as needed to better achieve efficiencies and compliance from a 360-degree perspective.u0026 u003cbru003e• u0026 u0026 Develop and maintain relationships with outside preparers, client CPAs and other professional advisors.u0026 u003cbru003e• u0026 u0026 Assist with managing client relationships with outside trustees.u0026 u003cbru003e• u0026 u0026 Work on individual client tax planning items and requests, as needed.u0026 u003cbru003e• u0026 u0026 Willingness to lead internal training on select topics.u0026 u003cbru003eu0026 u003cbru003eOTHER DUTIES AND RESPONSIBILITIES:u0026 u003cbru003e• u0026 u0026 Assist with formulating tax group procedures to create efficiencies and high-level client service.u0026 u003cbru003e• u0026 u0026 Represent the tax group on company committees as requested.u0026 u003cbru003e• u0026 u0026 Participate in special firm or departmental projects.u0026 u003cbru003e• u0026 u0026 Attend weekly firm meetings and scheduled group meetings.u0026 u003cbru003e• u0026 u0026 Pursue educational and professional development opportunities.u0026 u003cbru003e• u0026 u0026 Other duties as assigned.u0026 u003c/divu003eu003c/divu003e ', 'location ': 'Portland, ME ', 'remote ':null, 'jobtype ': 'directhire ', 'remoteoption ': 'hybrid ', 'featuredonjobboard ':false, 'ownedbyagency ':false, 'externalid ': 'IL97-2749079

Created: 2025-10-09