Tax Advisor

Our client is a leading financial services firm located in Boston, that prides itself on having a great company culture, with a great work-life balance for their Tax team. We are on the hunt for a seasoned Tax Advisor to join our client’s forward-thinking team.

Salary/Hourly Rate:

$130k – $180k Annually based on experience

Position Overview:

A qualified Tax Advisor will be involved in crafting extensive tax return strategies for high-net-worth individual clients, as well as involvement with various tax planning and analytic initiatives. The role of a Tax Advisor requires instilling absolute trust, processing classified information with the utmost confidentiality, and maintaining a high level of client communication. This role is hybrid, with three days a week in the office in Downtown Boston.

Responsibilities of the Tax Advisor:

• Conduct detailed tax return preparations tailored to individual clients with exceptional net worth.
• Engage with clients and Trustees regularly, presenting effective financial and tax planning strategies.
• Evaluate colleagues’ processed tax returns, ensuring the highest standard of quality.
• Collaborate with team members to detect taxable occurrences that might have legal consequences.
• Cooperate with Trustees and the Tax Department team to pinpoint tax planning opportunities for individuals and families.
• Work in alignment with the Tax Department team to develop, implement, and monitor department-wide projects.
• Interface across various teams, including General Counsel and Trust Administration, to safeguard comprehensive and compliant tax planning initiatives.
• Collaborate with the Tax team, Business Analysts, and Application Developers to integrate the most effective technologies and work processes.

Qualifications for the Tax Advisor:

• A minimum of 7 years of experience operating in an individual tax return production environment.
• At least 5 years of experience in a direct client environment, dealing with financial planning and analysis.
• CPA Firm experience is preferred.
• Extensive, up-to-date knowledge of individual and gift tax matters.
• Prior experience with trusts, fiduciary, and estate tax returns is highly favored.
• A solid understanding of Investment Management principles is essential.
• Outstanding analytical, communication, interpersonal, and presentation skills.
• Ability to grasp new concepts in a complex, fast-paced environment.
• Resilience in a deadline-driven setup.
• A readiness to own the process and accept responsibility for meeting tough deadlines, even with sudden notice.
• Superior customer service attributes.
• A solution-oriented mentality, with a willingness to go the extra mile.

Education Requirements:

• A Bachelor’s or Master’s degree in Business, Accounting, Taxation, or Certified Financial Planning is a must.
• CPA is preferred.

Benefits:

• Comprehensive benefits package.