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Tax Advisor with Wealth Management Firm

Tax Advisor with Wealth Management Firm

CyberCodersBoston, MA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Tax Advisor with Wealth Management Firm

We're established Wealth Management firm based out of Boston, MA with 100+ employees specializing our services for high net worth clientele with full service solutions including financial planning, tax preparation and review.

We've got internal tax department to be the full service component for our clients.

Responsibilities

  • Prepare complex tax returns for individual clients with high net worth (including Gift, Trust and Estate)
  • Review tax returns prepared by colleagues to ensure quality processing
  • Meet with clients and Trustees to present financial and tax planning strategies
  • Analyze and process quarterly estimated tax payments for assigned individual accounts
  • Utilize a variety of software applications related to tax research, planning and preparation including; BNA and ProSystem Fx

Education, Experience & Qualifications

  • 7+ years' of experience in individual tax return production environment
  • 5+ years' experience in direct individual client environment involving financial planning & analysis
  • Current, high level of knowledge about individual and gift tax matters
  • Experience with fiduciary and estate tax returns preferred

    • Benefits

    Medical Insurance

    Dental Insurance

    Commuter benefits

    Paid paternity leave

    Vision insurance

    Flexible hybrid schedule

    401(k)

    Paid maternity leave

  • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 11 / 07 / 2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

    • CyberCoders is proud to be an Equal Opportunity Employer

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act.  CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

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    Wealth Advisor • Boston, MA, US