Careers

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual tax clients.  This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact.  Integrity, discretion, and respect for confidential information are absolutely essential.

Responsibilities

• Prepare complex tax returns for individual clients with high net worth.
• Review tax returns prepared by colleagues to ensure quality processing.
• Meet with clients and Trustees to present financial and tax planning strategies.
• Analyze and process quarterly estimated tax payments for assigned individual accounts.
• Identify and collaborate with team members on taxable events that may have legal implications.
• Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
• Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
• Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
• Mentor junior Tax Advisors.
• Utilize a variety of software applications related to tax research, planning and preparation including: BNA and Profx.
• Work with members of the Tax Team, Business Analysts and Application Developers to utilize the most effective technology and work flow processes.

Education, Experience & Qualifications

• Bachelor’s or Masters’ Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
• Minimum 7 years’ experience in individual tax return production environment.
• Minimum 5 years’ experience in direct individual client environment involving financial planning and analysis.
• Current, high level of knowledge about individual and gift tax matters.
• Experience with fiduciary and estate tax returns preferred.
• Solid understanding of Investment Management concepts.

Skills

• Excellent analytical, interpersonal, communication and presentation skills.
• Must be able to learn new concepts within a complex and demanding environment.
• Perform well in a deadline-oriented environment.
• Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This will require flexibility in hours from time to time, with little or no advance notice.
• Have both a strong work ethic and a sense of “getting it right”.
• Solid customer service skills.
• Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting

The Tax Advisor will report to the Head of Tax.

This position is exempt and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice. The Tax Advisor position is based in Boston, MA.

The Tax Advisor position is eligible to participate in the Remote Workplace Program, allowing for in-office and remote working ability.  Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Position Summary:

The Team Leader of Tax Compliance is responsible for comprehensive tax return preparation for an assignment of individual tax clients.  This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact.  Integrity, discretion, and respect for confidential information are absolutely essential.

Primary Responsibilities Include:

• Manage and provide overall leadership and direction to Tax Compliance Team members to ensure all tax filings, payments, and refunds are processed timely and accurately. Assume responsibility for planning, organizing, monitoring and controlling area processes, establishing best practices and making recommendations regarding staffing, employment, performance appraisals, training and development, salary adjustments and related personnel actions.

• • Oversee Tax Compliance Team in the production and mailing of Tax Organizers and Tax Notebooks.
  • Oversee the work flow of the Tax Compliance Team and provide guidance and mentoring to ensure efficient support in the Tax Department.
  • Ensure procedures are written, maintained and followed for all aspects of Tax Compliance

• Supervise payroll return preparation and filings and Annual W-2 and 1099-MISC preparation and filing; serve as office resource for Payroll inquiries.
• Supervise 65-day process to ensure all memos are delivered to the office and distribution requests are submitted to Accounting.
• Work closely with other Tax Team members to ensure the needs of the department are met.
• Assist with tracking and projecting of fee income.
• Maintain Tax Department Calendar.
• Design and implement internal controls, efficiencies and reports to improve processes for department
• Facilitate communication from management to the group (rotate observing manager meetings)
• Work with other members of the Management Team on projects and initiatives.
• Attend and speak at Executive Committee and Trustee meetings regarding Tax Compliance issues as needed.
• Support all necessary and appropriate requirements of the SEC, SSAE16, and New Hampshire Bank Audit.

Education, Experience & Qualifications:

• Bachelor’s Degree in business or accounting concentration.
• Investment/Financial Services industry experience, with a strong foundation in back and middle office operations.
• Minimum 5 years’ experience in individual tax compliance environment; minimum 5 years’ experience in direct individual client environment involving financial planning and analysis.
• Solid understanding of Investment Management concepts.
• Take initiative, work with limited direction, complete loosely-defined tasks, and find ways to leverage time of senior managers and add value to the company.
• Outstanding oral and written communication skills.
• Excellent organization skills, combined with persistence and good problem-solving skills.
• Strong interpersonal skills and the ability to interact effectively.
• Exercise judgment and use tact and discretion when handling complex and confidential matters, even in high stress situations.
• Ability to work well in a team environment and develop strong relationships with both department members as well as others through the office, including Trustees and Senior Management.

Additional Skills:

• Must be able to learn new concepts within a complex and demanding environment.
• Must be willing and able to take ownership for the process and take responsibility for meeting challenging deadlines. Have both a strong work ethic and a sense of “getting it right”.
• Solid client service skills.
• Be a self-starter who is able to organize and manage own workload in a fast-paced environment.
• Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting & Classification:

This position will report to the Head of Tax. This is an exempt position and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

Work Location:

This role is required to work from our Boston office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Position Summary:

The Senior Business Systems Analyst will actively support the firm providing both business and systems analysis.  This position is an analyst role requiring process and project management capabilities.  The Senior Business Analyst will serve as liaison between IT and business end-users for the development of strategic technology projects.

This position routinely handles confidential information, while maintaining a high level of customer service.  Integrity, discretion, and respect for confidential information are absolutely essential.

Primary Responsibilities Include:

• Demonstrate the ability in partnering with business units, systems infrastructure team, and application developers in the communication of required functionality of a new system or enhanced functionality in an existing application.
• Review/analyze a business environment and identify productivity initiatives that bring value to the business or provide cost savings.
• Elicit, document and manage business requirements.
• Set meeting agendas, document meeting minutes, and track/resolve action items including providing status to teams and project managers.
• Work closely with the technical team and business to ensure that developed functionality meets requirements.
• Work with the business teams on all areas of implementation, including process and procedure description, test case development, process testing, training, measurement and reporting.
• Manage a variety of small, medium and large scale technology projects with time-line up to approximately 12 months with minimal guidance.

Education, Experience & Qualifications:

• Bachelor’s degree in Business, Math, Computer Science, or a related discipline.
• 5-7 years Business Systems Analyst experience in a Financial Services firm strongly preferred.
• Knowledge of financial software development and use of databases, especially knowledgeable with database structures and experience in creating queries and reports using SQL compatible reporting tools.
• Excellent verbal, listening and written communication skills with the ability to convey information to internal and external clients in a clear, focused and concise manner.
• Experience/understanding of business process reengineering, business systems development and analysis, and workflow analysis.
• Experience with AddVantage (Sungard System), GreenHill, Profx, OneSource, FactSet, Hummingbird DM & Charles River is a plus.
• Strong aptitude to self-start projects and to take ownership of every facet of projects through completion while multi-tasking on other initiatives.

Additional Skills:

• Must be able to learn new concepts within a complex and demanding environment.
• Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This will require flexibility in hours from time to time.
• Have both a strong work ethic and a sense of “getting it right.”
• Solid customer service skills.
• Be a self-starter who is able to organize and manage own workload in a fast-paced environment.
• Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting & Classification:

The Senior Business Systems Analyst reports to the Head of Business Analysis & Development. This is an exempt position and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

Work Location:

This role is required to work from our Boston office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.