Tax Manager - Boston, MA, United States - Atlantic Group

Description

A wealth management firm in the financial district is seeking a Tax Manager/Tax Analyst to join their team.

The Tax Advisor assumes responsibility for comprehensive preparation of tax returns for a designated group of individual clients. This role also contributes to broader tax analysis and planning initiatives within the department.

Job Responsibilities:

• Prepare intricate tax returns for high-net-worth individual clients.
• Review colleagues' tax returns to ensure accuracy and quality.
• Conduct meetings with clients and Trustees to discuss financial and tax planning strategies.
• Analyze and manage quarterly estimated tax payments for assigned individual accounts.
• Identify and collaborate on taxable events with legal implications alongside team members.
• Contribute to the development and execution of department-wide tax initiatives.
• Identify tax planning opportunities for individuals and families in coordination with Trustees and the Tax Department Team.
• Collaborate with other office teams, such as General Counsel and Trust Administration, to ensure comprehensive and compliant tax planning.
• Mentor junior Tax Advisors.
• Utilize tax research, planning, and preparation software like BNA and Profx.
• Collaborate with Tax Team members, Business Analysts, and Application Developers to optimize technology and workflow processes.

Education, Experience & Qualifications:

• Bachelor's or Master's Degree in business, accounting, taxation, or Certified Financial Planning.
• Public accounting experience at a managerial level.
• At least 7 years of experience in individual tax return preparation.
• Minimum 5 years of direct client interaction involving financial planning and analysis.
• Current expertise in individual and gift tax matters.
• Experience with fiduciary and estate tax returns is preferred.
• Strong grasp of Investment Management principles.