Tax Advisor

Tax Advisor needed for wealth management firm / Boston, MA / Benefits / Great Pay!!

  • Boston, MA
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A bit about us:

Founded over 200 years ago, we’ve discovered we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities, and values. We work closely with our clients to address their needs, including combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits.

Why join us?

  • Competitive base salary and overall compensation package
  • 401 K with generous company match
  • Full benefits: Medical, Dental, Vision
  • Generous PTO, vacation, sick, and holiday schedule
  • Life Insurance coverage

Job Details

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual 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 contact. Integrity, discretion, and respect for confidential information are essential.

  • Prepare complex tax returns for individual clients with high net worth.
  • 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.
  • Identify and collaborate with team members on taxable events that may have legal implications.
  • Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
  • Work with Trustees and Tax Department Team to identify tax planning opportunities
  • Utilize a variety of software applications including: BNA and Profx.

You should know some the following:
  • Certified financial planning
  • investment management concepts
  • individual and gift tax matters
  • fiduciary and estate tax returns

Easy Apply Now
Easy Apply Now
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Boston, MA
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