Summer Intern - Estate Tax

Agency Overview

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.

Bureau/Division Overview

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.

Estate Tax Intern

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.

Core 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.

Preferred Qualifications:

·         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.

An external candidate recommended for a position with the Department of Revenue will be subject to a background check that includes checks for: state and federal tax compliance; child support compliance; education verification; Massachusetts CORI checks; criminal background checks in state(s) of current and previous residence/employment; validation of eligibility to work in the United States; and national fingerprint-based criminal background checks.

First consideration will be given to those applicants that apply within the first 14 days.

Please see Preferred Qualifications.

Comprehensive 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.

Want the specifics? Explore our Employee Benefits and Rewards!

An Equal Opportunity / Affirmative Action Employer.  Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.

The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law.  Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements.  We encourage individuals who believe they have the skills necessary to thrive to apply for this role.

Salary : $35,360 - $72,800