Job Title: Tax Advisor
Company Summary: We are a leading Wealth Management firm in Boston that strives to help families achieve their financial goals for over 100 years. We are looking for a Tax Advisor who has experience with high net worth individuals to assist with department-wide initiatives related to tax analysis and planning for clients. This position is an integral part of the employee workforce, as they will be responsible for comprehensive, tax return preparation for an assignment of individual tax clients.
Responsibilities:
- Work with tax department team to implement and oversee initiatives across the department
- Work with software applications including BNA and Profx, related to tax research, planning, and preparation
- Partner with teams across the office to ensure that tax planning initiatives are compliant
- Mentor juniors on the team
Qualifications:
- Bachelor's or Master's degree in Business of Accounting concentration and/or Taxation and/or CFP
- Minimum 7 years' experience in individual tax return production environment
- Minimum 5 years' experience in direct individual client environment involving financial planning
- High level f knowledge about individual and gift tax matters
- Experience with fiduciary and estate tax returns
- Solid understanding of investment management concepts
Benefits:
- Competitive compensation
- Hybrid work model
- Strong work life balance mentality
