Tax Administrative Assistant

The Tax Administrative Assistant is responsible for assisting the Director of Tax Services and the Tax Accountants with a variety of clerical and administrative duties. The position requires positive contact with clients, attorneys and staff while observing absolute confidentiality of personnel and firm matters.

Job Summary:

  • Use and maintain tracking systems for fiduciary tax returns in OneSource Trust Tax. Distributes tax returns to trustees for signature. Processes and mails all tax returns to various jurisdictions, and mails 1099s and K-1s to beneficiaries and their accountants.
  • Use and maintain separate tracking systems in CCH Axcess for various tax return types including, but not limited to, Individual, Fiduciary, Partnership, Foundation, Estate and Gift Tax.
  • Preparing bulk quarterly estimated tax check requests in Excel format
  • Setting up new client files while maintaining all current tax files.
  • Perform non-complex arithmetic calculations; maintain records and filing systems.
  • Typing IRS correspondence and engagement letters.
  • Scanning and processing incoming mail including tax notices and refund checks from tax authorities.
  • Printing and processing prepared tax returns for delivery to clients.

Position Requirements:

  • Approximately two to four years related experience; Bachelor’s degree preferred.
  • Ability to proof and perform minor editing of routine tax department correspondence.
  • Knowledge of Microsoft Office products including Outlook, Word and Excel.
  • Ability to learn new software applications as introduced.
  • Knowledge of OneSource Trust Tax or CCH Axcess Tax is a plus.
  • Exhibit an ability to work in a deadline-driven, detail-oriented work environment utilizing good judgment and administrative abilities.
  • Ability to work with frequent interruptions and changes in workflow.
  • Ability to communicate effectively and clearly with a diverse group of tax accountants, attorneys, and other internal departments at H&B and HTC.
  • Work may require irregular hours and overtime during the tax seasons.

About Hemenway & Barnes LLP

Hemenway & Barnes LLP is a law firm specializing in the preservation and management of the personal, business, family, and financial assets of its clients. As one of the oldest firms in New England, the people at Hemenway & Barnes have earned a long-held reputation as premier trustees, advisors and attorneys.

Hemenway & Barnes is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, national origin, sexual orientation, gender identity, age, veteran status, disability status, or any other applicable characteristics protected by law.

We encourage applications from a diverse pool of candidates and base employment decisions on business needs, job requirements, and individual qualifications.

We support an inclusive workplace and are committed to creating a welcoming environment for all employees.

To Apply:

If you possess the skills and credentials we are looking for, please submit your resume and cover letter, in strict confidence, for consideration to hr@hembar.com