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    Tax Manager - Boston, United States - Atlantic Group

    Atlantic Group
    Atlantic Group Boston, United States

    4 weeks ago

    atlantic group background
    Description

    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 join their team

    The Tax professional will assist with initiatives related to tax analysis and planning for private clients. The role will manage high-level client advisory consulting by providing comprehensive, tax return preparations, private foundations, charitable, fiduciary, trusts and estate tax services.

    Responsibilities

    • Support clients and Trustees to present financial and tax planning strategies.
    • Analyze and process quarterly estimated tax payments for accounts.
    • Collaborate with legal on taxable events that may pose for litigation implications.
    • Prepare complex tax returns for individual clients with high net worth.
    • Review tax returns prepared by colleagues to ensure quality processing.
    • Collaborate with the Tax Department Team to develop, implement and oversee department-wide procedural initiatives.
    • Identify tax planning opportunities for individuals and families.
    • Ensure tax planning initiatives are comprehensive and compliant.
    • Provide mentoring to junior tax specialists.

    Education, Experience & Qualifications

    • Bachelor's or Masters' Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
    • Minimum 7 years' experience in individual tax return production environment.
    • Current, high level of knowledge about individual and gift tax matters.
    • Experience with fiduciary and estate tax returns preferred.
    • Solid understanding of Investment Management concepts.
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