Current jobs related to Senior Tax Advisor - Boston, Massachusetts - Jobot

  • Tax Senior Manager

    3 weeks ago

    Boston, Massachusetts, United States RSM US LLP Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our team at RSM US LLP. As a Tax Senior Manager, you will be responsible for providing strategic tax advice to our clients, with a focus on private client taxation and financial services.Key Responsibilities:Advise clients on tax planning and compliance matters, including income tax,...

  • Senior Sales Tax Consultant

    3 weeks ago

    Boston, Massachusetts, United States RSM Global Full time

    Job SummaryWe are seeking a highly skilled Senior Sales Tax Consultant to join our team at RSM Global. As a key member of our State and Local Sales and Use Tax team, you will provide valuable advice to our clients on solving their most pressing sales tax issues.Key Responsibilities:Provide excellent client sales and use tax advisory and planning services to...

  • Senior Tax Manager

    2 weeks ago

    Boston, Massachusetts, United States Flywire Full time

    Job OverviewFlywire is seeking a highly skilled Senior Tax Manager to join our finance organization. As a key member of the team, you will partner closely with the business to provide insightful and practical tax advice, helping to drive strategic and tactical decisions for the company.Key ResponsibilitiesPrepare and review the interim and annual tax...

  • Senior Tax Consultant

    3 weeks ago

    Boston, Massachusetts, United States Virtual Full time

    Job SummaryVaco Boston has partnered with a highly regarded wealth management advisory firm to seek a skilled Tax Advisor. This high-visibility role reports directly to the Head of Tax.Key Responsibilities Prepare complex high net worth tax returns for individuals, ensuring accuracy and compliance with tax regulations. Conduct thorough reviews of tax returns...

  • Senior Manager, Tax

    4 weeks ago

    Boston, Massachusetts, United States Fidelity Investments Full time

    Job Title: Senior Manager, TaxAs a Senior Manager, Tax, you will be a key contributor to the tax compliance group, responsible for ensuring the accuracy and completeness of tax returns and compliance with all applicable federal, state, and local laws and regulations.You will have significant growth opportunity and will be working closely with the tax...

  • Wealth Management Advisor

    3 weeks ago

    Boston, Massachusetts, United States Citizens Full time

    Citizens Private Bank is seeking a highly skilled Wealth Management Advisor to join its team. As a key member of the bank's wealth management division, this individual will be responsible for delivering comprehensive financial solutions to ultra-high net worth (UHNW) clients.The ideal candidate will have a strong background in wealth management, with a focus...

  • Tax Senior

    3 weeks ago

    Boston, Massachusetts, United States Pathstone Full time

    Job SummaryPathstone is seeking a highly skilled Tax Senior to join our team. As a Tax Senior, you will be responsible for driving the tax return preparation process and estimates to produce timely, compliant tax returns. You will also leverage staff and intern support through effective communication regarding workflow. Additionally, you will assist managers...

  • Tax Senior Associate

    4 weeks ago

    Boston, Massachusetts, United States Dennis & Associates, CPA Full time

    About Dennis & Associates, CPAWe are a reputable public accounting firm dedicated to delivering exceptional financial services to individuals, small businesses, and corporations. Our team of experts provides comprehensive accounting, tax, and consulting solutions to help our clients achieve their financial goals.The Tax Senior Associate OpportunityWe are...

  • Tax Senior Associate

    1 month ago

    Boston, Massachusetts, United States Dennis & Associates, CPA Full time

    About Dennis and Associates CPAsWe are a reputable public accounting firm dedicated to delivering exceptional financial services to individuals, small businesses, and corporations. Our team of experts provides comprehensive accounting, tax, and consulting solutions to help our clients achieve their financial goals.Our firm is committed to excellence, client...

  • Tax Consultant

    1 month ago

    Boston, Massachusetts, United States Atrium Staffing Full time

    Tax Advisor Job DescriptionWe are seeking a highly skilled Tax Advisor to join our team at Atrium Staffing. As a Tax Advisor, you will be responsible for preparing complex tax returns for individual clients with high net worth, reviewing tax returns, and meeting with clients and Trustees to present financial and tax planning strategies.Key...

  • Private Wealth Advisor

    3 weeks ago

    Boston, Massachusetts, United States Citizens Full time

    Wealth Management OpportunityCitizens Private Bank is seeking a talented Wealth Strategist for Ultra-High Net Worth Clients to join our team. As a key member of our wealth management team, you will work closely with a Senior Wealth Advisor to deliver comprehensive financial solutions to our Ultra-High Net Worth (UHNW) clients.Key Responsibilities:Client...

  • Senior Tax Manager

    4 weeks ago

    Boston, Massachusetts, United States Flywire Full time

    Job Title: Senior Tax ManagerFlywire is seeking a highly skilled Senior Tax Manager to join our finance organization. As a key member of our team, you will partner closely with the business to provide insightful and practical tax advice, ensuring compliance with all relevant tax laws and regulations.Key Responsibilities:Prepare and review tax provisions,...

  • Senior Tax Analyst

    4 weeks ago

    Boston, Massachusetts, United States Westinghouse Electric Company, LLC Full time

    Job Title: Senior Tax AnalystWe are seeking a highly skilled Senior Tax Analyst to join our team at Westinghouse Electric Company, LLC. As a key member of our tax department, you will be responsible for preparing complex tax returns, conducting financial analyses, and developing tax strategies to minimize or eliminate foreign and U.S. taxes on company...

  • Senior Wealth Advisor

    3 weeks ago

    Boston, Massachusetts, United States Charles Schwab Full time

    Role Overview:As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.You will be empowered to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds,...

  • Tax Consultant

    4 weeks ago

    Boston, Massachusetts, United States Atrium Staffing Full time

    Tax Advisor Job DescriptionWe are seeking a highly skilled Tax Advisor to join our team at Atrium Staffing. The successful candidate will be responsible for preparing complex tax returns, analyzing financial data, and providing tax planning strategies to clients.Key Responsibilities:Prepare tax returns for high net worth individualsReview tax returns for...

  • Tax Senior

    3 weeks ago

    Boston, Massachusetts, United States Marcum Search Full time

    Job Summary:Marcum LLP is seeking a highly skilled Tax Senior to join our Boston office. As a Tax Senior, you will play a key role in providing innovative tax planning, consulting, and compliance services to our clients. Responsibilities:* Interact closely with clients to provide timely and effective tax services* Prepare and review federal and state...

  • Senior Tax Manager/Tax Director

    4 weeks ago

    Boston, Massachusetts, United States KForce Full time

    A Kforce client is seeking a Senior Tax Manager/Tax Director to join their team in Boston, Massachusetts. This is a remote/hybrid role that offers a well-balanced work environment with strong quality of life, career development, and partnership path. The ideal candidate will have 8-20+ years of public accounting experience, a strong understanding of C-Corp,...

  • Senior Tax Analyst

    4 weeks ago

    Boston, Massachusetts, United States Veeam Software Full time

    Job Title: Senior Tax AnalystVeeam Software is seeking a highly skilled Senior Tax Analyst to join our team. As a key member of our tax department, you will play a critical role in ensuring timely and accurate US tax compliance, minimizing risk, and identifying tax savings opportunities.Key Responsibilities:Assist in the completion of federal, state, and...

  • Tax Professional

    3 weeks ago

    Boston, Massachusetts, United States W3Global Inc Full time

    Job DescriptionJob: Tax AdvisorAbout the jobThe Tax Advisor is responsible for comprehensive tax return preparation for individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. Confidentiality and discretion are essential.ResponsibilitiesPrepare complex...

  • Senior Manager, Tax

    3 weeks ago

    Boston, Massachusetts, United States Fidelity Investments Full time

    Job Description:As a key contributor to the tax compliance group at Fidelity Investments, this position offers significant growth opportunities for a highly motivated and experienced tax professional. Reporting to the tax director, you will be part of a fast-paced, team-focused, and dynamic environment that strives to provide the best tax services to FMR LLC...

Senior Tax Advisor

2 months ago

Boston, Massachusetts, United States Jobot Full time
Senior Tax Advisor Job Description

We are seeking a highly motivated and experienced Senior Tax Advisor to join our dynamic and fast-paced Finance team at Jobot. The successful candidate will be responsible for providing exceptional tax advice to our high net worth (HNW) clients, managing individual tax returns, and offering expert financial planning & analysis.

Key Responsibilities:
  • Provide expert tax advice to HNW clients, ensuring their financial affairs are managed in the most tax-efficient manner.
  • Prepare and review complex individual tax returns, ensuring accuracy and compliance with the latest tax laws and regulations.
  • Develop and implement effective financial planning & analysis strategies to help clients achieve their financial goals.
  • Perform fiduciary duties, acting in the best interest of our clients and managing their financial affairs with utmost care and professionalism.
  • Prepare and review estate tax returns, ensuring all tax obligations are met in a timely manner.
  • Provide comprehensive investment management services, helping clients grow their wealth and achieve their investment goals.
  • Stay abreast of the latest tax laws, regulations, and industry trends, and communicate these to clients in a clear and understandable manner.
  • Collaborate with team members and other departments to ensure a seamless and integrated approach to client service.
Requirements:
  • Bachelor's degree in Finance, Accounting, or related field. A Master's degree or Certified Public Accountant (CPA) certification is preferred.
  • Minimum of 3 years of experience in a similar role, preferably in the Finance industry.
  • Profound knowledge of S Corp, HNW, individual tax return, financial planning & analysis, fiduciary duties, estate tax returns, and investment management.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Strong communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Proficient in using tax software and other relevant computer systems.
  • Detail-oriented with a high level of accuracy in preparing and entering financial data.
  • Ability to work under pressure and meet tight deadlines.
  • Strong commitment to professional and client service excellence.
  • Self-motivated with the ability to work independently.