Tax Advisor

Boston, MAHybrid Full-time $125,000.00 - $175,000.00Posted 01/18/2024If you are a Tax Advisor with experience, please read on!
We collaborate with our clients to meet their needs and provide wealth management solutions. Inflation and taxation are two of the most common issues we handle. Our purpose is to provide solutions to long-term financial planning problems.What You Will Be DoingAs the Tax Advisor, you will be responsible for comprehensive, tax return preparation for an assignment of individual tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients.What You Need for this Position-Relevant Industry Degree and/or CFP- 8+ YOE in the private client space (individuals, trusts, and private foundations)
-At least 7 years of experience in individual tax return
-At least 5 years of experience in direct individual client environment involving financial planning and analysis
-Strong knowledge of individual and gift tax
-Solid understanding of Investment Management
- Financial Planning
- Gift Tax
- Income Tax
- Tax Planning
- Taxation
- Tax Returns
- Compliance Monitoring
- Mentor
- BNA
- ProFXWhat's In It for You-Competitive Base Salary: $125k - $175k DOE-HYBRID Work Model
-Medical
-Dental
-Vision
-Vacation/PTOSo, if you are a Tax Advisor with experience, please apply today!Applicants must be authorized to work in the U.S.Preferred SkillsFinancial Planninggift taxIncome TaxTax PlanningTaxationTax ReturnsCompliance MonitoringMentorBNAProFX