Tax Consultant

4 weeks ago

Étreux, Hauts-de-France, United States Loring, Wolcott & Coolidge Trust, LLC Full time
Job Summary

The Tax Advisor will be responsible for preparing comprehensive tax returns for individual, fiduciary, and foundation clients. This role will also assist with department-wide initiatives related to tax analysis and planning for clients. The Tax Advisor will handle confidential information while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are essential.

Key Responsibilities
  • Prepare complex tax returns for individual clients with high net worth.
  • Prepare Agency, Grantor, Simple, and Complex trust tax returns within OneSource software.
  • Review tax returns prepared by colleagues to ensure quality processing.
  • Prepare Foundation 990-PF returns.
  • Meet with clients and Trustees to present financial and tax planning strategies.
  • Analyze and process quarterly estimated tax payments for assigned individual and fiduciary accounts.
  • Identify and collaborate with team members on taxable events that may have legal implications.
  • Work with the Tax Department Team to develop, implement, and oversee department-wide initiatives.
  • Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
  • Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
  • Utilize a variety of software applications related to tax research, planning, and preparation, including BNA, Profx, and OneSource.
  • Work with members of the Tax Team, Business Analysts, and Application Developers to utilize the most effective technology and workflow processes.

Requirements
  • Bachelor's or Master's Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
  • Minimum 7 years' experience in individual and fiduciary tax return production environment.
  • Minimum 5 years' experience in direct individual client environment involving financial planning and analysis.
  • Current, high level of knowledge about individual, gift, and fiduciary tax matters.
  • Experience with fiduciary and estate tax returns preferred.
  • Solid understanding of Investment Management concepts.
  • Experience with OneSource Software is a plus.

Skills
  • Excellent analytical, interpersonal, communication, and presentation skills.
  • Ability to learn new concepts within a complex and demanding environment.
  • Perform well in a deadline-oriented environment.
  • Willingness and ability to 'own' the process and take responsibility for meeting challenging deadlines.
  • Strong work ethic and sense of 'getting it right'.
  • Solid customer service skills.
  • 'Can-do' attitude and willingness to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting and Classification
The Tax Advisor will report to the Head of Tax. This is an exempt position and is required to work Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice.

Work Location
The Tax Advisor will be required to work from our Boston, MA office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm's Remote Workplace Program.

  • Sales Tax Consultant

    1 month ago

    Étreux, Hauts-de-France, United States RGP Full time

    RGP is a global consulting firm that helps top companies work differently. Our success comes from a shared belief in solving complex challenges and implementing technology to transform organizations.As a Sales, Use and Property Tax Consultant, you will prepare and review documentation to ensure compliance with sales and use tax laws in multi-state...

  • Tax Consultant

    1 month ago

    Étreux, Hauts-de-France, United States CyberCoders Full time

    Job Title: Tax SeniorAt CyberCoders, we are seeking a highly skilled Tax Senior to join our team. As a key member of our tax services team, you will be responsible for providing expert tax advice to our clients, ensuring compliance with tax laws and regulations, and identifying opportunities for tax savings.Key Responsibilities:Prepare and Review Tax...

  • Tax Manager

    1 month ago

    Étreux, Hauts-de-France, United States Jobot Full time

    Welcome to Jobot, where we prioritize your growth, development, and satisfaction above all. As a leading professional service solutions provider, we offer a unique blend of financial and wealth advisory services, business consulting, and a commitment to delivering dedicated personal attention to every client. Our team is passionate about serving clients and...

  • Tax Director

    4 weeks ago

    Étreux, Hauts-de-France, United States CBIZ Full time

    Job Summary:CBIZ is seeking an experienced Tax Managing Director (Partner) to co-lead our fast-growing High Net Worth/Private Client Service Practice for the New England business unit.Key Responsibilities:Lead engagement teams and interact with clients and family office personnel to ensure timely service.Develop, nurture, and manage client relationships by...

  • Tax Director – Healthcare

    1 month ago

    Étreux, Hauts-de-France, United States EisnerAmper Full time

    About the Role:EisnerAmper is seeking a Tax Director to join our Private Client Services (PCS) team. This role is based out of our Boston, MA or Burlington, MA offices. We are looking for someone who thrives in a growing environment and provides exceptional services to clients.Key Responsibilities:Lead, plan, and supervise multiple engagements, including...

  • Senior Tax Manager

    4 weeks ago

    Étreux, Hauts-de-France, United States CyberCoders Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Manager to join our team at CyberCoders. As a key member of our PCS Group A Private Client Services team, you will provide federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.Key ResponsibilitiesProvide federal tax compliance and planning...

  • Tax Manager Real Estate Specialist

    4 weeks ago

    Étreux, Hauts-de-France, United States CohnReznick LLP Full time

    Role OverviewCohnReznick LLP is seeking a highly skilled Tax Manager to join our Real Estate team in Boston, MA. As a Tax Manager, you will be responsible for managing client relationships, generating opportunities, and developing a thorough understanding of audit, tax, and consulting services.Key ResponsibilitiesManage client relationships and generate...

  • Tax Senior Manager

    1 month ago

    Étreux, Hauts-de-France, United States https:www.pcrecruiter.netsitemap Full time

    Job Title: Tax Senior ManagerMarcum LLP is seeking a highly skilled Tax Senior Manager to join our Boston office. As a key member of our team, you will be responsible for providing innovative tax planning, consulting, and compliance services to our clients.Key Responsibilities:Provide expert tax advice to clients on individual and business tax returns, with...

  • Tax Senior Associate

    1 month ago

    Étreux, Hauts-de-France, United States EisnerAmper Full time

    About the RoleWe are seeking a highly skilled Tax Senior Associate to join our Healthcare team within Private Client Services. As a key member of our team, you will be responsible for coordinating and planning multiple engagements, including consulting, compliance, and tax planning services.Key responsibilities include preparing federal, state, and...

  • Senior Income Tax Manager

    4 weeks ago

    Étreux, Hauts-de-France, United States Fujifilm Full time

    The Senior Income Tax Manager will oversee the income tax compliance of FUJIFILM Holdings America Corporation and its subsidiaries, reporting to the Director of Taxes.This role will be responsible for managing a team of tax professionals and contractors working remotely, with a focus on transforming the income tax area into a customer-focused, proactive...

  • Tax Senior Manager

    4 weeks ago

    Étreux, Hauts-de-France, United States Marcum Full time

    Marcum LLP is seeking a highly skilled Tax Senior Manager to join our Boston office. The ideal candidate will have a strong background in tax preparation and review, as well as excellent analytical and problem-solving skills.ResponsibilitiesProvide innovative individual and business tax planning, consulting and compliance services to clients.Specialize in...

  • Tax Director

    4 weeks ago

    Étreux, Hauts-de-France, United States Regal Executive Search Full time

    Transaction Advisory Services - M&A Tax Director Job DescriptionThe Transaction Advisory Services - M&A Tax Director is a critical team member that collaborates with transaction advisory partners to drive practice growth and leads teams responsible for traditional large firm M&A tax consulting, including deal structuring, due diligence, post-deal...

  • Tax Director

    1 month ago

    Étreux, Hauts-de-France, United States Jobot Full time

    Job Details About Us: Jobot is a firm that strives to build long-term relationships with its clients. Our goal is to provide efficient and expert solutions to businesses and individuals. We offer a range of services, including accounting, taxation, and business consulting. Why Choose Us: \u2022 Competitive Compensation \u2022 Life Balance \u2022 Premium...

  • Pediatric Travel Nurse Position in Boston

    4 weeks ago

    Étreux, Hauts-de-France, United States Travel Nurse Source Full time

    About the PositionTravel Nurse Source is working with SkyBridge Healthcare to find a qualified Pediatric RN in Boston. About the CompanySkyBridge Healthcare is a premier staffing firm dedicated to matching outstanding talent with exceptional opportunities. Our commitment to excellence and our consultative approach has helped us become a leader in the...

  • Pediatric Travel Nurse Opportunity with SkyBridge Healthcare

    4 weeks ago

    Étreux, Hauts-de-France, United States Travel Nurse Source Full time

    About the PositionType: PediatricBoston, MASkyBridge Healthcare is seeking a Registered Nurse with Pediatric experience for a 13-week contract in MA. Our commitment to excellence and consultative approach has helped us become a leader in the Healthcare staffing industry. We put our Nurses first and ensure a seamless travel experience.Minimum Requirements1...

  • Strategic Manager

    4 weeks ago

    Étreux, Hauts-de-France, United States Stax Inc Full time

    OverviewStax Inc. is seeking a talented Manager to join our team and contribute to our growth. As a Manager, you will play a critical leadership role in developing and motivating team members, expanding our capabilities, and leading firm initiatives to support our growth. You will assist in scoping projects, framing issues for clients, writing proposals,...

  • Travel Nurse RN Position in Rehabilitation

    4 weeks ago

    Étreux, Hauts-de-France, United States Travel Nurse Source Full time

    About the PositionTravel Nurse Source is working with SkyBridge Healthcare to find a qualified Rehab RN in a 13-week contract. SkyBridge Healthcare is a premier staffing firm dedicated to matching outstanding talent with exceptional opportunities. Our commitment to excellence and our consultative approach has helped us become a leader in the Healthcare...

  • Traveling Medical Professional

    1 month ago

    Étreux, Hauts-de-France, United States Atlas MedStaff Full time

    Atlas Medstaff is a leading staffing firm dedicated to connecting exceptional talent with outstanding opportunities. We are currently seeking a skilled Registered Nurse (Med/Surg) for a 13-week contract in the Boston area. Our commitment to excellence and consultative approach has helped us become a premier leader in the staffing industry. Key...

  • Financial Forecasting Manager

    4 weeks ago

    Étreux, Hauts-de-France, United States Novogradac & Company Full time

    Financial Forecasting Manager RoleThe Financial Forecasting Manager position at Novogradac & Company is a key role in our community development finance team. This position specializes in financial forecasting and mixed-finance transaction structuring, and will complete a variety of assignments as designated by the Principal or Partner. The Manager should...

  • Payroll Strategist and Operations Manager

    4 weeks ago

    Étreux, Hauts-de-France, United States Beacon Hill Full time

    We are assisting a non-profit organization in their search for an experienced Payroll Strategist and Operations Manager to support their transition of the Payroll function in-house.The ideal candidate will have extensive knowledge of advanced payroll systems, a strong background in multi-state payroll, payroll tax reporting, and compliance.Key...