Role details

Tax Advisor- High Net Worth

Boston   •  Permanent

Bullet points

  • Top Boston Trust looking to add a Tax Advisor to the team
  • Join a team focused on providing tax planning services to high end clients

About Our Client

This company offers the opportunity to work in a collegial, team-oriented environment with a strong track record for staff continuity. We are committed to promoting a healthy work-life balance, which includes offering a generous benefits package. Position is based in downtown Boston.

Job Description

  • Prepare complex tax returns for individual clients with high net worth.
  • Review tax returns prepared by colleagues to ensure quality processing.
  • Meet with clients and Trustees to present financial and tax planning strategies.
  • Analyze and process quarterly estimated tax payments for assigned individual accounts.
  • Identify and collaborate with team members on taxable events that may have legal implications.
  • Partner with Trustees to identify tax planning opportunities for individuals and families.
  • Collaborate with others within the Tax Department to develop, implement and oversee department-wide initiatives.

The Successful Applicant

  • Bachelor's Degree in business or accounting concentration
  • Graduate degree in Taxation and/or Certified Financial Planning preferred.
  • 5-7 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.

What's on Offer

Interested? Apply now!

Apply for this job

Click the Apply or LinkedIn button below or contact Stacey Sylvetsky quoting job reference 1198121
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