Tax Advisor with Wealth Management Firm

Job Description

Job Description

Tax Advisor with Wealth Management Firm

We're established Wealth Management firm based out of Boston, MA with 100+ employees specializing our services for high net worth clientele with full service solutions including financial planning, tax preparation and review.

We've got internal tax department to be the full service component for our clients.

Responsibilities

• Prepare complex tax returns for individual clients with high net worth (including Gift, Trust and Estate)
• Review tax returns prepared by colleagues to ensure quality processing
• Meet with clients and Trustees to present financial and tax planning strategies
• Analyze and process quarterly estimated tax payments for assigned individual accounts
• Utilize a variety of software applications related to tax research, planning and preparation including; BNA and ProSystem Fx

Education, Experience & Qualifications

Benefits

Medical Insurance

Dental Insurance

Commuter benefits

Paid paternity leave

Vision insurance

Flexible hybrid schedule

401(k)

Paid maternity leave

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act.  CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.