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Tax Advisor
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Atrium Boston, United StatesOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team. · Salary/Hourly Rate · $130,000 $195,000 · Position Overview · The Tax Advisor is responsible for tax return preparation, tax ana ...
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Tax Advisor
2 weeks ago
Atrium Staffing Boston, United StatesOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team. · Salary/Hourly Rate: · $130,000 - $195,000 · Position Overview: · The Tax Advisor is responsible for tax return preparation, tax ...
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Tax Advisor
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Vaco Boston, United StatesVaco Boston has partnered with a highly regarded wealth management advisory firm that is seeking a Tax Advisor. This is a high visible role reporting to the Head of Tax. · Responsibilities · Prepare complex high net worth tax returns for individuals · Review tax returns · Anal ...
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Tax Advisor
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Vaco Recruiter Services Boston, United StatesVaco Boston has partnered with a highly regarded wealth management advisory firm that is seeking a Tax Advisor. This is a high visible role reporting to the Head of Tax. · Responsibilities · Prepare complex high net worth tax returns for individuals · Review tax returns · Ana ...
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Tax Advisor
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Atrium Boston, United StatesOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a · Tax Advisor · to join their team. · Salary/Hourly Rate · $130,000 – $195,000 · Position Overview · The Tax Advisor is responsible for tax return preparation, ...
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Tax Advisor
1 week ago
Atrium Staffing Boston, United StatesOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a · Tax Advisor · to join their team. · Salary/Hourly Rate: · $130,000 - $195,000 · Position Overview: · The Tax Advisor is responsible for tax return preparatio ...
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Tax Advisor
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Atrium Boston, United StatesOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team. · Salary/Hourly Rate · $130,000 $195,000 · Position Overview · The Tax Advisor is responsible for tax return preparation, tax ana ...
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Tax Advisor
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Atrium Boston, United StatesOur client is a leading financial services firm located in Boston, that prides itself on having a great company culture, with a great work-life balance for their Tax team. We are on the hunt for a seasoned Tax Advisor to join our clients forward-thinking team. · Salary/Hourly Ra ...
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Tax Advisor
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Loring Wolcott & Coolidge Boston, United StatesThe Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles con ...
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Tax Advisor
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Loring Wolcott & Coolidge Boston, United StatesThe Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles con ...
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Tax Advisor
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Atlantic Group Boston, United StatesLooking to get out of public? Looking for a better work life balance? · *Please note: only local Massachusetts applicants will be considered. · The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to joi ...
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Tax Advisor
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Atlantic Group Boston, United StatesLooking to get out of public? Looking for a better work life balance? · *Please note: only local Massachusetts applicants will be considered. · The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to jo ...
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tax advisor
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Jobot Boston, United StatesMust have estate, gift, and trust filing experience. Hybrid schedule, great benefits and bonuses. · This Jobot Job is hosted by: Tyler May · Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. · Salary: $100,000 - $160,000 per year · A bit a ...
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Tax Advisor
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Jobot Boston, United StatesMust have estate, gift, and trust filing experience. Hybrid schedule, great benefits and bonuses. · Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully. · This Jobot Job is hosted by: Tyler May · Are you a fit? Easy Ap ...
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Tax Advisor
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Vaco Boston, United StatesVaco Boston has partnered with our client to help fill a Tax Advisory Specialist role. The Tax Advisory Specialist will assist with initiatives related to tax analysis and planning for private clients. The role will manage high-level client advisory consulting by providing compre ...
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Tax Advisor
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Vaco Boston, United StatesVaco Boston has partnered with our client to help fill a Tax Advisory Specialist role. The Tax Advisory Specialist will assist with initiatives related to tax analysis and planning for private clients. The role will manage high-level client advisory consulting by providing compre ...
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Estate Tax Advisor
3 weeks ago
Vaco Boston, United StatesVaco Boston is partnered with a reputable wealth financial planning firm seeking to hire a Fiduciary Tax Advisor. The position is responsible for closely collaborating closely with individual clients to optimize tax strategies and prepare and review fiduciary income tax returns f ...
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Lead Advisor/Tax Planner
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The Judson Group Boston, United StatesReference Number: HRJ7186 · Location: Boston, Massachusetts · Judson Group has been retained by a leading RIA with over $28B AUM in the search for a · Lead Advisor/Tax Planner . The firm is known for their commitment to building client relationships and providing financial plann ...
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Budget for tax advisors for business creation"
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beBee Handyman Kenai, AK, United States FreelanceThe casuistry is the potential creation of a small digital business and the lack of knowledge in its management. I am currently employed and this would be a parallel venture (approved by my employer and separate from my current job). Target client profile in need of tax advisory ...
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5-12 Apprentice Teacher
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Uncommon Schools Boston, United States Full timeCompany Description · Uncommon Schools is a nonprofit network of high-performing, public charter schools providing an outstanding K-12 education in historically under-resourced communities. We have proudly built schools that reflect our student population, with more than 60% of o ...
Estate Tax Advisor - Boston, United States - Vaco
Description
Vaco Boston is partnered with a reputable wealth financial planning firm seeking to hire aFiduciary Tax Advisor.
The position is responsible for closely collaborating closely with individual clients to optimize tax strategies and prepare and review fiduciary income tax returns for trusts and estates.
Responsibilities:
Conduct thorough research on tax laws and regulations to stay abreast of changes and developments impacting fiduciary taxation.
Assist clients with fiduciary income tax planning and estate/gift tax planning, offering strategic advice to minimize tax liabilities and maximize wealth preservation.
Prepare and review Forms 1041, 706, 709, and related schedules, ensuring accuracy and compliance with relevant regulations.Provide expert guidance on complex tax issues related to estates, gifts, and trusts, including income taxation, deductions, exemptions, and credits.
Communicate effectively with clients, addressing inquiries, providing updates on tax matters, and offering proactive advice to optimize their financial situations.
Participate in firm-wide initiatives and contribute to a positive and collaborative work culture.Qualifications:
Bachelor's degree in Accounting, Finance, or a related field; CPA, JD or MST preferred.
Minimum of 8 years' Experience in fiduciary tax preparation and planning, with a focus on estates, charities, and trusts.
Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal stakeholders.
Ability to thrive in a fast-paced, dynamic environment, with a strong commitment to delivering high-quality service to clients.
Strong knowledge of tax laws and regulations pertaining to fiduciary taxation, including familiarity with IRS forms and guidelines.
Exceptional analytical skills and attention to detail, with the ability to navigate complex tax scenarios and identify opportunities for optimization.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact.
Vaco also wants all applicants to know their rights that
workplace discrimination is illegal .
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity.
You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications.You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application.
In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.
Virginia residents may access our state specific policies .
Residents of all other states may access our policies .
Canadian residents may access our policies in English
and in French .
Residents of countries governed by GDPR may access our policies .
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
the individual's skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
The individual may also be eligible for discretionary bonuses.#J-18808-Ljbffr
