Senior Trust Tax Accountant

Job overview

The Senior Trust Tax Accountant role is onsite in Woburn, MA. The salary is $72,000–$124,686 per year. The role supports NRS and GTC, which provide trust, transfer agency, accounting, and investment-entity services to institutional clients. The accountant oversees tax compliance, reporting, and operational support for investment entities such as LLCs and Collective Investment Trusts. Accurate filings, tax analysis, risk management, and process controls help the organization meet regulatory obligations and support its institutional trust and investment services.

What you'll do

• Oversee tax compliance for LLCs, Collective Investment Trusts, and other investment entities
• manage preparation, review, and filing of tax returns including Form 990-T
• maintain compliance calendars
• oversee domestic and foreign withholding tax recovery
• review Schedule K-1s and other tax documents
• evaluate tax implications of investment structures and transactions
• identify risks and recommend corrective actions
• support audits, examinations, and tax notices
• maintain tax policies, procedures, and controls
• monitor regulatory developments
• liaise with external tax advisors, auditors, administrators, custodians, and service providers.

What we're looking for

Skills & competencies

trust tax accountant

tax compliance

investment funds

collective investment trusts

partnership taxation

form 990-t

schedule k-1

withholding tax recovery

woburn ma

community financial system

$72k–$124,686 per year

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree in Accounting, Finance, Taxation, or a related discipline and at least five years of relevant tax experience. CPA designation or a master’s degree in Taxation is preferred.

About the employer

Community Financial System, Inc. is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.