Tax Accountant

The Investment Management Group at Rockland Trust is seeking a Tax Accountant for a hybrid position to work closely with the Manager of Tax Services, assisting in fiduciary, estate, and individual tax compliance and advisory services for clients, prospects, and internal colleagues.

Responsibilities:

Fiduciary Tax Administration

• Assist in preparing and filing fiduciary income tax returns (Form 1041), including estate fiduciary income tax returns, charitable split-interest trust (Form 5227), exempt organizations (Form 990/990PF), and non-resident alien (NRA Form 1042).
• Prepare and file quarterly estimated taxes for trusts and estates.
• Support with trust accounting and tax system data review and maintenance (SEI, OneSource).

Estate Tax Administration

• Assist in the preparation of estate tax returns (Form 706) and gift and generation-skipping transfer tax returns.
• Help develop post-mortem tax planning strategies and provide administrative support for estate-related matters.

Individual Tax Administration

• Prepare and review individual tax returns, including federal and state returns, gift tax returns, estimated payments, extensions, and audits for high-net-worth clients.
• Assist in tax projections and tax planning strategies.
• Prepare employer payroll tax returns as requested.

Tax Advisory Services

• Assist in providing tax planning strategies for clients.
• Contribute to written and verbal communications about tax strategy ideas (newsletter contributions, in-person and group presentations).
• Work collaboratively with clients' other advisors to discuss tax strategy concepts.

Additional Responsibilities:

• Help ensure all client service and compliance deadlines are met.
• Research and resolve tax authority notices as needed.
• Provide research and technical support to Relationship Managers on complex tax issues.

Qualifications:

• 3-5 years of experience in preparing and reviewing individual, trust, estate and gift tax returns.
• Basic understanding of tax research, analysis, and related tax compliance duties.
• Proficiency in tax processing software and related tools including CCH ProSystem fx Tax or Axcess Tax (experience with OneSource or SEI preferred).
• Strong oral and written communication skills for effective collaboration with clients, tax authorities, legal advisors, and colleagues.
• A BS/BA in Accounting, Finance, Business, or Economics.
• EA or CPA designation preferred, but not required.

Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!

At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.