Summer Intern - Estate Tax

Commonwealth of Massachusetts • Chelsea, MA

2d

About The Position

The Department of Revenue's core mission is to collect the revenues required to support the business of the Commonwealth, to make a difference in the lives of children by enforcing the financial responsibilities of parenthood, and to assist Massachusetts cities and towns in sound and efficient fiscal management. Our vision is to conduct our operations in a manner that inspires public confidence in government by administering and enforcing tax, child support and municipal finance laws in ways that are innovative, customer-focused, and transparent.
The Tax Administration Division is responsible for fostering voluntary compliance and narrowing the tax gap by identifying, educating, and auditing noncompliant taxpayers. The Tax Administration Division audits the tax returns of businesses and individuals filed, including sales/use, meals, room’s occupancy, and special fuels are subject to examination by the Tax Administration Division staff.
The Estate Tax Intern will support the Estate Tax Unit by performing research and analysis related to real property ownership, asset transfers, and valuation matters that arise during estate tax audits, particularly in complex estate inclusion cases.

Nice To Haves

• Coursework or demonstrated interest in accounting, taxation, finance, law.
• Strong research, analytical, and written communication skills.
• Ability to review and interpret legal and financial documents with attention to detail.
• Proficiency in Microsoft Word and Excel; experience conducting public records research preferred.

Responsibilities

• Assist with researching real property titles, deeds, and transfer records to determine ownership history, retained interests, and potential estate inclusion issues.
• Assist with audits involving Qualified Terminable Interest Property (QTIP), including cases where the predeceased spouse’s estate tax return was not filed or cannot be located.
• Help with supporting valuation review of real property by examining appraisal reports, municipal assessments, and comparable sales data.
• Help prepare clear summaries and documentation of research findings for inclusion in audit workpapers.
• Assist with organizing and reviewing records obtained from registries of deeds, probate courts, and internal systems.

Benefits

• When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
• Explore our Employee Benefits and Rewards!

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed