Tax Advisor
3 weeks ago
DescriptionWe 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 confidential information and regular client interactions in a hybrid working environment, with 3 days in the office and 2 days working from home.Responsibilities:• Manage the comprehensive preparation of tax returns for high-value individual, fiduciary, and foundation tax clients• Handle confidential information and regularly interact with clients• Prepare complex tax returns and review peers' work for accuracy• Prepare Foundation 990-PF returns and manage quarterly estimated tax payments for assigned accounts• Consult with clients on financial and tax strategies• Collaborate to identify taxable events with possible legal implications and work on department-wide initiatives• Identify tax planning opportunities by working with other teams within the office• Utilize various software applications for tax processes and collaborate with our Tax Team, Business Analysts, and Application Developers to ensure efficient workflow and the best use of technology• Demonstrate skills in Tax Forms, Trust tax, and Trust Tax ReturnsRequirementsPlease reach out to Matthew Baker on LinkedIn and send him your resume for immediate consideration.Job typePerm
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Tax Advisor
3 weeks 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
3 weeks 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
3 weeks 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
4 weeks 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 month 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
2 weeks 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
1 month 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
1 month 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
2 days ago
Boston, United States Atlantic Group Full timeLooking to get out of public? Looking for a better work life balance? *Please note: only local Massachusetts applicants will be considered. The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to join their team! The Tax Advisor will assist with initiatives related to tax analysis and...
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Tax Advisor
1 month ago
Boston, United States Atlantic Group Full timeLooking to get out of public? Looking for a better work life balance? *Please note: only local Massachusetts applicants will be considered. The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to join their team! The Tax Advisor will assist with initiatives related to tax analysis...
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Tax Senior Associate
4 days ago
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...
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Senior Associate
4 days ago
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...
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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...
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Tax Senior Manager
5 days ago
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 embark...
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Experienced Tax Associate
4 days ago
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...
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Tax Manager
3 days ago
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 embark...
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Lead Advisor/Tax Planner
1 week ago
Boston, United States The Judson Group Full timeReference Number: HRJ7186Location: Boston, MassachusettsJudson Group has been retained by a leading RIA with over $28B AUM in the search for a Lead Advisor/Tax Planner . The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive experience...
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Lead Advisor/Tax Planner
4 weeks ago
Boston, United States The Judson Group Full timeReference Number: HRJ7186 Location: Boston, Massachusetts Judson Group has been retained by a leading RIA with over $28B AUM in the search for a Lead Advisor/Tax Planner . The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive experience...
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Tax Experienced Manager, Corporate Tax/ASC740
3 weeks ago
Boston, MA, United States BDO International Full timeJob Summary:The Core Tax Services (“CTS”) Experienced Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client...
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Trust Advisor
3 days ago
Boston, United States Fanning Personnel Full timeTrust Advisors work with multi-generational families with diverse needs and administer accounts including trusts, IRA's, investment management accounts, foundations and partnerships functioning as family investment funds. Trust Advisors are supported by Trust Assistants to facilitate to the day-to-day administration of accounts: Assist Trustees with...