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Atrium: Staffing
Boston, MA, United States
Our client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team. Salary/Hourly Rate: $130,000 - $195,000 Position Overview: The Tax Advisor is responsible for tax return preparation, tax analysis and planning for clients. The Tax Advisor build a long-term, rewar
Job Source: Atrium: StaffingLoring, Wolcott & Coolidge Trust, LLC
Boston, MA, United States
The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation 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 contac
Job Source: Loring, Wolcott & Coolidge Trust, LLCVaco
Boston, MA, United States
Vaco Boston is partnered with a reputable wealth financial planning firm seeking to hire a Fiduciary Tax Advisor. The position is responsible for closely collaborating closely with individual clients to optimize tax strategies and prepare and review fiduciary income tax returns for trusts and estates. Responsibilities: Conduct thoro
Job Source: VacoThe Judson Group
Boston, MA, United States
Reference Number: HRJ7186 Location: Boston, Massachusetts Judson Group has been retained by a leading RIA with over $28B AUM in the search for a Lead Advisor/Tax Planner . The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive e
Job Source: The Judson GroupEisnerAmper LLP
Boston, MA, United States
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the t
Job Source: EisnerAmper LLPDeloitte
Boston
Does working with tax-exempt organizations peak your interest? Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you enjoy providing federal tax compliance and consulting services to dynamic clients across a variety of non-profit industries? Do you like to have well-rounded technical skills?
Job Source: DeloitteDeloitte
Boston
Does working with tax-exempt organizations peak your interest? Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you enjoy providing federal tax compliance and consulting services to dynamic clients across a variety of non-profit industries? Do you like to have well-rounded technical skills?
Job Source: DeloitteLake Street Advisors Group, LLC.
Boston, MA, United States
Career Opportunities with Lake Street Advisors Group LLC A great place to work. Careers At Lake Street Advisors Group LLC Share with friends or Subscribe! Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. We are looking for a self-motivated pr
Job Source: Lake Street Advisors Group, LLC.Boston, MA, United States
Must have estate, gift, and trust filing experience. Hybrid schedule, great benefits and bonuses.
This Jobot Job is hosted by: Tyler May
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $100,000 - $160,000 per year
A bit about us:
We are seeking a highly motivated and experienced Senior Tax Advisor to join our dynamic and fast-paced Finance team. The successful candidate will be responsible for providing exceptional tax advice to our high net worth (HNW) clients, managing individual tax returns, and offering expert financial planning & analysis. This position will also involve fiduciary duties, handling estate tax returns, and providing investment management services. If you are looking for an exciting and challenging role where you can utilize your skills and make a significant impact, this is the perfect opportunity for you.
Why join us?
Responsibilities:
1. Provide expert tax advice to HNW clients, ensuring their financial affairs are managed in the most tax-efficient manner.
2. Prepare and review complex individual tax returns, ensuring accuracy and compliance with the latest tax laws and regulations.
3. Develop and implement effective financial planning & analysis strategies to help clients achieve their financial goals.
4. Perform fiduciary duties, acting in the best interest of our clients and managing their financial affairs with utmost care and professionalism.
5. Prepare and review estate tax returns, ensuring all tax obligations are met in a timely manner.
6. Provide comprehensive investment management services, helping clients grow their wealth and achieve their investment goals.
7. Stay abreast of the latest tax laws, regulations, and industry trends, and communicate these to clients in a clear and understandable manner.
8. Collaborate with team members and other departments to ensure a seamless and integrated approach to client service.
Job Details
Qualifications:
1. Bachelor’s degree in Finance, Accounting, or related field. A Master’s degree or Certified Public Accountant (CPA) certification is preferred.
2. Minimum of 3 years of experience in a similar role, preferably in the Finance industry.
3. Profound knowledge of S Corp, HNW, individual tax return, financial planning & analysis, fiduciary duties, estate tax returns, and investment management.
4. Excellent analytical, problem-solving, and decision-making skills.
5. Strong communication and interpersonal skills, with the ability to build strong relationships with clients.
6. Proficient in using tax software and other relevant computer applications.
7. Detail-oriented with a high level of accuracy in preparing and entering financial information.
8. Ability to work under pressure and meet tight deadlines.
9. Strong commitment to professional and client service excellence.
10. Self-motivated with the ability to work independently
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Email Alert for Tax Advisor jobs in Boston, MA, United States
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