We are offering an exciting opportunity for a Tax Advisor based in Boston, Massachusetts. The successful candidate will be joining a boutique Wealth Management firm and will play a critical role in managing comprehensive preparation of tax returns for high-value individual, fiduciary, and foundation tax clients.
The role involves handling confidential information and regular client interactions in a hybrid working environment, with 3 days in the office and 2 days working from home.
Responsibilities :
- Manage the comprehensive preparation of tax returns for high-value individual, fiduciary, and foundation tax clients
- Handle confidential information and regularly interact with clients
- Prepare complex tax returns and review peers' work for accuracy
- Prepare Foundation 990-PF returns and manage quarterly estimated tax payments for assigned accounts
- Consult with clients on financial and tax strategies
- Collaborate to identify taxable events with possible legal implications and work on department-wide initiatives
- Identify tax planning opportunities by working with other teams within the office
- Utilize various software applications for tax processes and collaborate with our Tax Team, Business Analysts, and Application Developers to ensure efficient workflow and the best use of technology
- Demonstrate skills in Tax Forms, Trust tax, and Trust Tax Returns
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The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. The Tax Advisor will report to the Head of Tax. Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and famil...
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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 ...
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The Tax Advisor is responsible for tax return preparation, tax analysis and planning for clients. The Tax Advisor build a long-term, rewarding career while working in a collaborative environment. Responsibilities of the Tax Advisor:. Qualifications for the Tax Advisor:. ...
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The Tax Advisor is responsible for tax return preparation, tax analysis and planning for clients. The Tax Advisor build a long-term, rewarding career while working in a collaborative environment. Responsibilities of the Tax Advisor:. Qualifications for the Tax Advisor:. ...
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Demonstrate skills in Tax Forms, Trust tax, and Trust Tax Returns. We are offering an exciting opportunity for a Tax Advisor based in Boston, Massachusetts. The successful candidate will be joining a boutique Wealth Management firm and will play a critical role in managing comprehensive preparation ...
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