Tax Advisor job Boston Massachusetts
Tax Advisor job Boston Massachusetts
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Tax Advisor Job

Employer Name: SpiderID: 9260859
Location: Boston, Massachusetts Date Posted: 1/6/2020
Wage: Up to $0.00 per year Category: Accounting/Bookkeeping
Job Code: 358897

Job Description:

  • 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.

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: SNI Financial Company Type:
Company: SNI Financial

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