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Job Description:
The Tax Specialist is responsible for comprehensive tax compliance and reporting needs of high-net-worth individuals, families, trusts, estates, foundations, and related entities. This position focuses on the preparation and review of fiduciary and individual income tax returns, ensuring compliance with federal and state tax laws while delivering exceptional service to attorneys, trustees, and external client firms. The ideal candidate brings technical knowledge, strong attention to detail, and a client-service mindset to a fast-paced, deadline-driven environment. This position reports to the Director of Tax Service. A hybrid schedule is available for this position.
Job Description:
The Tax Specialist is responsible for comprehensive tax compliance and reporting needs of high-net-worth individuals, families, trusts, estates, foundations, and related entities. This position focuses on the preparation and review of fiduciary and individual income tax returns, ensuring compliance with federal and state tax laws while delivering exceptional service to attorneys, trustees, and external client firms. The ideal candidate brings technical knowledge, strong attention to detail, and a client-service mindset to a fast-paced, deadline-driven environment. This position reports to the Director of Tax Service. A hybrid schedule is available for this position.
A career at Nixon Peabody is the opportunity to do work that matters. It’s the chance to use your knowledge to shape what’s ahead. To share, to innovate, to learn at a firm that taps the power of collective thinking.
We’ve created a dynamic, energizing environment that promotes success for our clients and each other. We offer fast growth, connectedness and training in business as well as law. And our rigorous standards assure you are part of a diverse team of top talent at every turn.
If you’re someone who’s looking toward the future, we’d love to hear from you.
Location: Boston, MA
Responsibilities:
* Tax Review & Analysis
o Conduct periodic reviews of assigned fiduciary accounts using the firm’s trust tax platform, analyzing transaction data and account activity to determine proper tax treatment.
o Identify and resolve issues in coordination with supervisors, trust administrators, attorneys, and clients as needed.
* Tax Preparation
o Prepare and file accurate federal and state fiduciary income tax returns, Forms 1099, and beneficiary statements for an assigned group of trusts and estates.
o Prepare federal and state individual income tax returns, including analysis of supporting documentation, estimated tax planning, and correspondence with clients or their advisors.
* Tax Preparation
o Evaluate fiduciary and individual accounts quarterly for estimated tax payment needs. Perform related calculations and prepare required filings.
o Maintain awareness of filing deadlines and ensure timely and accurate submissions in accordance with internal procedures.
* Collaboration & Communication
o Maintain ongoing communication with the Director of Tax Services and other team members regarding project status, tax matters, and potential issues.
o Serve as a point of contact for internal and external stakeholders, ensuring responsiveness and professionalism.
* Professional Development
o Participate in regular internal and external trainings to stay current with tax law changes and best practices relevant to private client services.
* Additional Duties
o Contribute to process improvements and other departmental initiatives as assigned.
To perform this job successfully, you must be able to perform each essential job responsibility listed above, satisfactorily, with or without reasonable accommodation. Nixon Peabody retains the right to change or assign other duties to this position. The requirements listed below are representative of the skills and abilities required.
* 3–5 years of relevant tax experience with fiduciary and individual tax returns in a private client, trust company, or law firm environment.
* Experience with OneSource TrustTax and CCH Axcess required.
* Bachelor’s degree in Accounting, Finance or other related field required.
* Solid understanding of fiduciary and individual income tax principles.
* Ability to interpret and apply relevant sections of the Internal Revenue Code and state tax laws.
* Excellent written and verbal communication skills.
* Strong analytical and organizational abilities with high attention to detail.
* Ability to manage multiple priorities under tight deadlines.
* Proficiency in Microsoft Office Suite; ability to quickly learn and navigate firm-specific software systems.
* Team-oriented mindset with the ability to work independently when needed.
Nixon Peabody LLP is an Equal Opportunity / Affirmative Action Employer: Disability/Veteran.
To comply with Federal law, Nixon Peabody participates in E-Verify. All newly hired employees are verified through this electronic system established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to confirm their identity and employment eligibility. Please refer to the Notice of E-Verify Participation and the Right to Work posters on the Nixon Peabody Careers page for more information.
In accordance with applicable Federal and State laws, the anticipated annual salary range for this position, depending on location, is as follows: Boston, MA : $77,500 to $114,950
In addition to a standard benefits package, this role may be eligible for additional contingent compensation based on an array of factors, including but not limited to: work performance, geographic location, work experience, education, and qualifications. Because such contingent compensation is not yet calculable or may be zero ($0) in some circumstances, the above-listed salary range(s) are Nixon Peabody’s good faith estimate of the annual salary(ies) it reasonably expects to pay for the position at the time of this posting.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Accounting/Auditing and Finance
* Industries
Law Practice
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