Tax Advisor #ESF3939

$80,000 - $110,000/Yr

ExpertHiring - Boston, MA

Full-time - Mid Level

Boston, MA

Administrative and Support Services

About the position

The Tax Advisor position involves preparing complex tax returns for high-net-worth individual clients and fiduciary accounts. The role requires collaboration with team members to identify tax planning opportunities and ensure compliance with tax regulations. The advisor will also present financial strategies to clients and trustees, utilizing various software applications for tax research and preparation.

Responsibilities

• Prepare complex tax returns for individual clients with high net worth.
• Prepare Agency, Grantor, Simple, & Complex trust tax returns within OneSource software.
• Review tax returns prepared by colleagues to ensure quality processing.
• Preparation of Foundation 990-PF returns.
• Meet with clients and Trustees to present financial and tax planning strategies.
• Analyze and process quarterly estimated tax payments for assigned individual and fiduciary accounts.
• Identify and collaborate with team members on taxable events that may have legal implications.
• Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
• Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
• Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
• Utilize a variety of software applications related to tax research, planning and preparation including: BNA, Profx, & OneSource.
• Work with members of the Tax Team, Business Analysts and Application Developers to utilize the most effective technology and work flow processes.

Requirements

• Bachelor's or Master's Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
• Minimum 7 years' experience in individual & fiduciary 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, gift and fiduciary tax matters.
• Experience with fiduciary and estate tax returns preferred.
• Solid understanding of Investment Management concepts.
• Experience with OneSource Software is a plus.

Nice-to-haves

• Experience with fiduciary and estate tax returns preferred.
• Experience with OneSource Software is a plus.

Benefits

• 401(k)
• Commuter assistance
• Dental insurance
• Health insurance
• Paid parental leave
• Paid maternity leave
• Paid paternity leave
• Vision insurance