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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 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 ot
Job Source: VacoJobot
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: JobotVaco
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 GroupDeloitte
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: DeloitteBoston, 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 analysis and planning for private clients. The role will manage high-level client advisory consulting by providing comprehensive, tax return preparations, private foundations, charitable, fiduciary, trusts and estate tax services.
Responsibilities
Support clients and Trustees to present financial and tax planning strategies.
Analyze and process quarterly estimated tax payments for accounts.
Collaborate with legal on taxable events that may pose for litigation implications.
Prepare complex tax returns for individual clients with high net worth.
Review tax returns prepared by colleagues to ensure quality processing.
Collaborate with the Tax Department Team to develop, implement and oversee department-wide procedural initiatives.
Identify tax planning opportunities for individuals and families.
Ensure tax planning initiatives are comprehensive and compliant.
Provide mentoring to junior tax specialists.
Education, Experience & Qualifications
Bachelor's or Masters' Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
Minimum 7 years' experience in individual tax return production environment.
Current, high level of knowledge about individual and gift tax matters.
Experience with fiduciary and estate tax returns preferred.
Solid understanding of Investment Management concepts.
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Tax Advisor jobs in Boston, MA, United States
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