- Prepare complex tax returns for individual clients with high net worth
- Review tax returns
- Meet with clients and Trustees to present financial and tax planning strategies
- Analyze and process quarterly estimated tax payments
- Identify and collaborate with team members on taxable events
- Identify tax planning opportunities for individuals and families
- Mentor junior Tax Advisors
- Minimum 7 years of experience in individual tax return production environment
- Minimum 5 years of experience in direct individual client environment involving financial planning and analysis
- 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
- Bachelors or Masters degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning is required
- Client provided benefits, upon eligibility
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Tax Advisor
4 days ago
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
2 days 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
1 week ago
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
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 preparation, tax ...
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Tax Advisor
1 week ago
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
2 weeks ago
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
1 week ago
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
1 week ago
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
1 week ago
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
2 weeks ago
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
2 weeks ago
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
1 week 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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Estate Tax Advisor
6 days 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 return ...
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Lead Advisor/Tax Planner
1 week ago
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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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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Trust Administrator
2 weeks ago
Cypress HCM Boston, United StatesTrust 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 ...
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Boston Medical Center Boston, United StatesThe Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company's external audit and tax advisors on external filings, submissions and other external financial reporting matters. Additionally, the Associate Director ...
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Boston Medical Center Boston, United StatesThe Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company's external audit and tax advisors on external filings, submissions and other external financial reporting matters. Additionally, the Associate Director ...
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Scott & Crosby Staffing, Inc. Boston, United StatesJob Description · Position: Associate Director of Financial Reporting · Department: Accounting · Schedule: Full Time · Salary: $125,000 - $155,000 · The Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Compan ...
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Tax Manager
1 week ago
Atlantic Group Boston, United StatesA 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 t ...
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 $195,000
Position Overview
The 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 Advisor
EOE/M/F/D/V/SO Position ID: 140956