Tax Advisor - Boston, United States - Atrium

Description

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 $195,000Position OverviewThe 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 AdvisorPrepare complex tax returns for individual clients with high net worthReview tax returnsMeet with clients and Trustees to present financial and tax planning strategiesAnalyze and process quarterly estimated tax paymentsIdentify and collaborate with team members on taxable eventsIdentify tax planning opportunities for individuals and familiesMentor junior Tax AdvisorsQualifications For The Tax AdvisorMinimum 7 years of experience in individual tax return production environmentMinimum 5 years of experience in direct individual client environment involving financial planning and analysisCurrent, high level of knowledge about individual and gift tax mattersExperience with fiduciary and estate tax returns preferredSolid understanding of Investment Management conceptsEducation RequirementsBachelors or Masters degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning is requiredBenefitsClient provided benefits, upon eligibilityAs a woman-owned firm, we value diversity.

We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title.

Please contact us to request an accommodation.


EOE/M/F/D/V/SOPosition ID:
140956#J-18808-Ljbffr