Tax Advisor

Robert Half
Boston, US
$150K-$190K a year
Permanent

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
  • 15 days ago
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