Company:
Atrium
Location: Boston
Closing Date: 23/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
EOE/M/F/D/V/SO Position ID: 150316
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
- 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.
- Bachelor's or Master's degree in Business or Accounting concentration and/or Taxation and/or Certified Financial Planning is required.
- Insurance benefits.
- Retirement benefits.
- Vacation policy.
EOE/M/F/D/V/SO Position ID: 150316
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Atrium