Tax Advisor job Boston Massachusetts
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Location: Boston, Massachusetts
Date Posted: 1/6/2020
Wage: Up to $0.00 per year
Job Code: 358897
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.
Partner with Trustees to identify tax planning opportunities for individuals and families.
Collaborate with others within the Tax Department to develop, implement and oversee department-wide initiatives.
Collaborate with other teams throughout the firm, including General Counsel and TrustAdministration, to ensure tax planning initiatives are comprehensive and compliant.
Graduate degree in Taxation and/or Certified Financial Planning strongly desired.
Bachelor's Degree in business or accounting concentration.
Minimum 7 years' experience in individual tax return production environment.
Minimum 5 years' 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.
Position Type: Full-Time Permanent
Years of Experience Required:
Contact Name: SNI Financial
Company: SNI Financial
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