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Jobot
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 Adviso
Job Source: JobotAtlantic Group
Boston, MA, United States
Looking to get out of public? Looking for a better work life balance? *Please note: only local Massachusetts applicants will be considered. The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to join their team! The Tax Advisor will assist with initiatives related to tax
Job Source: Atlantic GroupAtrium: 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: VacoAtrium
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, rewardi
Job Source: AtriumThe 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 LLPBoston, MA, United States
Vaco Boston has partnered with a well-established wealth management advisory firm that is seeking a Tax Advisor.
Responsibilities Tax return preparation and review
Meet with clients to present tax planning strategies.
Analyze and process quarterly estimated tax payments
Identify tax planning opportunities
Work cross functionally with other departments 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
Education, Experience & Qualifications Bachelor's or Masters' Degree in business or accounting concentration. Masters in Taxation preferred.
4-7+ years' relevant tax experience
Solid understanding of Investment Management concepts.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal .
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.
California residents may access Vaco's HR Notice at Collection for California Applicants and Employees .
Virginia residents may access our state specific policies .
Residents of all other states may access our policies .
Canadian residents may access our policies in English and in French .
Residents of countries governed by GDPR may access our policies .
Pay Transparency Notice Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
the individual's skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
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Tax Advisor jobs in Boston, MA, United States
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