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Tax Advisor

5 months ago

Boston, United States Robert Half Full time

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