Needham, MA US
Position Overview: The Senior Fiduciary Tax Specialist will play a pivotal role in our fiduciary department, responsible for the preparation and review of fiduciary income tax returns for trusts and estates, as well as gift tax returns and estate tax returns. This role will also involve providing ancillary assistance with estate tax and planning matters, collaborating closely with clients and internal stakeholders to ensure compliance and optimize tax strategies.
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Former college football recruiter turned headhunter, I specialize in building strong relationships with my candidates and guiding them through the recruiting process. Based in our Worcester, MA office, I am committed to supporting local talent and contributing to our community.