Role details

This position is now filled

Tax Specialist - Wealth Management - Boston

Boston   •  Permanent

Bullet points

  • Distinguished Wealth Management Firm With Over $4B AUM
  • Seeking a Tax Professional who is looking for a Career in Wealth Management

About Our Client

My client is a prestigious wealth management firm. With over $4B in Assets Under Management, they are small enough to provide customized investment portfolios while large enough to touch on a broad array of sophisticated needs for their clients.

Job Description

The responsibilities of the Tax Specialist with include, but not be limited to:

  • Prepare annual federal and state fiduciary, agency and individual income tax returns
  • Review annual tax questionnaires from clients and uses the information to prepare individual returns
  • Communicate with clients, tax authorities, trust administrators, and lawyers to administer appropriate tax information for client
  • Analyze tax records for exchanges, mergers, and amortization of bonds
  • Utilize OneSource trust tax software during tax season and throughout the year to account for block of assigned accounts
  • Prepare timely estate (Form 706), gift and tax-exempt organization returns

The Successful Applicant

The ideal candidate will posses the following:

  • 3-5 years of professional experience as a Tax Accountant
  • Exposure to the preparation of fiduciary, individual and other types of tax returns
  • College degree (BA/BA) required; Master in Taxation or advanced degree in accounting preferred
  • with CCH ProSystems FX and OneSource Trust Tax software application systems is preferred

What's on Offer

  • Competitive base salary + bonus potential
  • Health Insurance, 401K, above market PTO