Hybrid Tax Advisor - no billable hour req - upto $165K

Boston, MA Hybrid

Full-time $130,000.00 - $165,000.00

Posted 10/12/2024

We are a Boston, MA based wealth management firm that has been around for 100+ years and is committed to helping families achieve their financial goals.

We work closely with our clients to meet their needs including: fighting inflation and taxation, maximizing their financial legacy, detailed long term financial planning and assistance with financial matters.

We have an in house Tax Department and are looking to add a Tax Advisor to our growing team focused on tax preparation, tax analysis & planning and wealth management.

Duties may include but are not limited to:

-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.
-Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
-Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
-Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
-Mentor junior Tax Advisors.
-Utilize a variety of software applications related to tax research, planning and preparation including: BNA and Profx.
-Work with members of the Tax Team, Business Analysts and Application Developers to utilize the most effective technology and work flow processes.

Benefits

Full Benefits

401K

Hybrid Capacity

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

Additional ways to apply

Preferred Skills

Sean Westhorpe is recruiting for this position and the positions below.
Email me to apply for this position

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Job ID: SW5-1824540

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 10/12/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.