Tax Manager
3 weeks ago
Looking 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 professional will assist with initiatives related to tax analysis and planning for private clients. The role will manage high-level client advisory consulting by providing comprehensive, tax return preparations, private foundations, charitable, fiduciary, trusts and estate tax services.
Responsibilities
- Support clients and Trustees to present financial and tax planning strategies.
- Analyze and process quarterly estimated tax payments for accounts.
- Collaborate with legal on taxable events that may pose for litigation implications.
- Prepare complex tax returns for individual clients with high net worth.
- Review tax returns prepared by colleagues to ensure quality processing.
- Collaborate with the Tax Department Team to develop, implement and oversee department-wide procedural initiatives.
- Identify tax planning opportunities for individuals and families.
- Ensure tax planning initiatives are comprehensive and compliant.
- Provide mentoring to junior tax specialists.
Education, Experience & Qualifications
- Bachelor's or Masters' Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
- Minimum 7 years' experience in individual tax return production environment.
- Current, high level of knowledge about individual and gift tax matters.
- Experience with fiduciary and estate tax returns preferred.
- Solid understanding of Investment Management concepts.
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