Tax Advisor with Wealth Management Firm - High Net Worth

Boston, MA

Full-time $120,000.00 - $175,000.00

Posted 11/07/2024

We're established Wealth Management firm based out of Boston, MA with 100+ employees specializing our services for high net worth clientele with full service solutions including financial planning, tax preparation and review.

We've got internal tax department to be the full service component for our clients.

Responsibilities

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
Utilize a variety of software applications related to tax research, planning and preparation including; BNA and Profx

Education, Experience & Qualifications

7+ years' of experience in individual tax return production environment
5+ years' experience in direct individual client environment involving financial planning & analysis
Current, high level of knowledge about individual and gift tax matters
Experience with fiduciary and estate tax returns preferred

Benefits

Medical Insurance

Dental Insurance

Commuter benefits

Paid paternity leave

Vision insurance

Flexible hybrid schedule

401(k)

Paid maternity leave

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

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Job ID: KW4-1828601

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 11/07/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.