Senior Associate, Fiduciary Tax

Job Description

The Senior Associate, Fiduciary Tax is responsible for the management of all phases of tax related compliance for new accounts from acceptance through filing of initial tax return and ongoing tax related compliance for Fidelity Personal Trust Company, FSB (FPTC) trust accounts.

The FPTC tax group facilitates the timely and accurate filing of fiduciary income tax returns, including estimated tax payments and collaborate with business partners as well as high net worth individuals and trust clients across the U.

S. The Senior Associate, Fiduciary Tax plays an integral role on tax related issues, while also providing tax related training and problem resolution support for the FPTC trust offering and works closely with external tax preparers, Trust Operations, Trust Administration, and other Fidelity departments.

The Team

Our purpose at FPTC is to provide a comprehensive trust services solution to our clients. The Senior Associate, Fiduciary Tax supports that purpose by helping to ensure that FPTC is meeting its fiduciary duties to beneficiaries and clients.

We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.

Locations : Merrimack, NH, Smithfield, RI & Greenville, DE

The Expertise and Skills You Bring

• 3+ years tax preparation experience related to individual, trust and estate federal and state tax filings
• Degree in accounting, finance, or equivalent related experience. Strong fiduciary or administrative experience will be considered
• CPA, EA or CTFA preferred
• Understanding personal and trust taxation, reviewing and interpreting accounting concepts and state filing requirements
• General comfort with trust documents
• Curiosity and willingness to continue to learn about fiduciary matters
• Ability to work independently under pressure in a dynamic environment that will require you to manage multiple, competing tasks simultaneously within time constraints and deadlines
• Strong communications and presentation skills, including the ability to communicate technical guidance and share knowledge among teams with diverse skills and backgrounds
• Commitment to interact frequently with trust administration, internal business partners, outside vendors and tax authorities in a positive, friendly, and timely manner
• Collaborate with the Tax Director, Regional Trust Specialist, Fiduciary Officer, and Trust Administration to onboard new trust accounts, identify tax related concerns and escalate matters appropriately
• Review coding of data to ensure all information flows properly through our systems ensuring accuracy of tax returns created for the trusts and beneficiaries.

Familiarity with trust accounting platforms, and Thomson Reuters OneSource or equivalent tax software.

Certifications :