Tax Advisor

Company:  Atrium Staffing
Location: Boston
Closing Date: 02/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / 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:
$130k - $195k
Position Overview:
The Tax Advisor is responsible for tax return preparation, tax analysis, and planning for clients. The Tax Advisor will build a long-term, rewarding career while working in a collaborative environment.
Responsibilities of the Tax Advisor:
  • 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
Qualifications for the Tax Advisor:
  • Minimum of 7 years of experience in individual tax return production environment.
  • Minimum of 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.
Education Requirements:
  • Bachelor’s or Master's degree in Business or Accounting concentration and/or Taxation and/or Certified Financial Planning is required.
Benefits:
  • Insurance benefits.
  • Retirement benefits.
  • Vacation policy.
Apply Now
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