Lead Advisor/Tax Planner - Boston, United States - The Judson Group

Tax Advisor

5 days ago

Our 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 ...

Tax Advisor

6 days ago

Vaco 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 ...

Tax Advisor

1 week ago

Vaco 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 ...

Tax Advisor

6 days ago

Our 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 ...

Tax Advisor

3 days ago

The 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 ...

Tax Advisor

1 week ago

Our 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 ...

Tax Advisor

1 week ago

Looking 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 ...

Tax Advisor

1 week ago

The 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 ...

Tax Advisor

1 week ago

Vaco 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 ...

Tax Advisor

2 weeks ago

Vaco 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 ...

Estate Tax Advisor

1 week ago

Vaco 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 ...

Estate Tax Advisor

1 day ago

Vaco 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 return ...

Budget for tax advisors for business creation"

4 days ago

The 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 ...

Client Service Operations Associate

1 week ago

Job DetailsLevelExperiencedJob LocationBoston Area Office - Boston, MAJob CategoryFinanceThe Client Service Operations Associate will provide centralized operational support for our clients. The Associate will work directly with Advisors and the client service teams and be respon ...

Trust Advisor

2 days ago

As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working ...

Retirement Planning Associate

2 weeks ago

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Re ...

Trust Advisor

1 week ago

As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working ...

Senior Tax Associate

1 week ago

Deliver responsive client service in coordination with our financial planners, portfolio executives, and relationship managers · Review tax returns and plans prepared by other Senior Tax Associates or by Tax Associates · Prepare accurate and complete tax returns (Forms 1040, 1041 ...

Regional Insurance Strategist

1 week ago

Job Description Summary · Be responsible for selling life insurance through a consultative planning process in an exclusive relationship with the Wealth and commercial banking divisions of a large regional bank. This life insurance platform is wholly owned by the bank. Position w ...

Trust Administrator

2 weeks ago

Trust Advisor · Location: Boston, MA · Hybrid: 3 days onsite · Employees: 500| Team Size: 10-15 · Industry: Law Firm · Trust Advisors will work with multi-generational families with diverse needs and administer accounts including trusts, IRAs, investment management accounts, fou ...