Tax Advisor
1 month ago
Our client is a boutique Wealth Management firm in Boston, and they are looking to bring a Tax Advisor onboard. This is a hybrid role, with 3 days in office and 2 working at home.
The Tax Advisor takes on a key role in their team, managing
comprehensive preparation of tax returns for high-value individual, fiduciary
and foundation tax clients. This involves handling confidential information and
regular client interactions. It is the Tax Advisor's responsibility to prepare
complex tax returns, review their peers' work for accuracy, and prepare
Foundation 990-PF returns.
They consult with clients on financial and tax strategies and
manage quarterly estimated tax payments for assigned accounts. They collaborate
to identify taxable events with possible legal implications, and work on
department-wide initiatives. The Tax Advisor also identifies tax planning
opportunities by working with other teams within the office, such as General
Counsel and Trust Administration.
Utilizing various software applications for tax processes and
collaborating with our Tax Team, Business Analysts, and Application Developers
allows the Tax Advisor to ensure efficient workflow and the best use of
technology.
Please email Matthew.Baker@roberthalf.com
your updated resume if you'd like to be considered for the role. Thank you
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Tax Advisor
1 month ago
Boston, United States Robert Half Full timeOur client is a boutique Wealth Management firm in Boston, and they are looking to bring a Tax Advisor onboard. This is a hybrid role, with 3 days in office and 2 working at home.The Tax Advisor takes on a key role in their team, managingcomprehensive preparation of tax returns for high-value individual, fiduciaryand foundation tax clients. This involves...
-
Tax Advisor
1 week ago
Boston, United States Robert Half Full timeOur client is a boutique Wealth Management firm in Boston, and they are looking to bring a Tax Advisor onboard. This is a hybrid role, with 3 days in office and 2 working at home.The Tax Advisor takes on a key role in their team, managingcomprehensive preparation of tax returns for high-value individual, fiduciaryand foundation tax clients. This involves...
-
Tax Advisor
1 month ago
Boston, United States Robert Half Full timeOur client is a boutique Wealth Management firm in Boston, and they are looking to bring a Tax Advisor onboard. This is a hybrid role, with 3 days in office and 2 working at home.The Tax Advisor takes on a key role in their team, managingcomprehensive preparation of tax returns for high-value individual, fiduciaryand foundation tax clients. This involves...
-
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Tax Advisor
2 months ago
Boston, United States Loring Wolcott & Coolidge Full timeThe Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....
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Tax Advisor
1 week ago
Boston, United States Loring Wolcott & Coolidge Full timeThe Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....
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Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full timeThe Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....
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Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full timeThe Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....
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Tax Advisor
1 week ago
Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full timeThe Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....
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Tax Advisor
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Boston, MA, United States Robert Half Full timeDescriptionWe are offering an exciting opportunity for a Tax Advisor based in Boston, Massachusetts. The successful candidate will be joining a boutique Wealth Management firm and will play a critical role in managing comprehensive preparation of tax returns for high-value individual, fiduciary, and foundation tax clients. The role involves handling...
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Boston, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...
