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 also identifies tax planning. Our client is a boutique Wealth Management firm in Boston, and they are looking to bring a Tax Advisor onboard. The Tax Advisor takes on a key role in their team, managing. It is the Tax Advisor's responsibility to prepare. ...
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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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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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