Tax Advisor
7 days 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 Advisor 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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