Tax Advisor Position Available In Suffolk, Massachusetts

Job Description:

Must have estate, gift, and trust filing experience. Hybridschedule, great benefits and bonuses. This Jobot Job is hosted by:

Tyler May Are you a fit? Easy Apply now by clicking the “Apply Now”button and sending us your resume.

Salary:

$100,000 – $180,000 peryear A bit about us: We are seeking a highly motivated andexperienced Senior Tax Advisor to join our dynamic and fast-pacedFinance team. The successful candidate will be responsible forproviding exceptional tax advice to our high net worth (HNW)clients, managing individual tax returns, and offering expertfinancial planning & analysis. This position will also involvefiduciary duties, handling estate tax returns, and providinginvestment management services. If you are looking for an excitingand challenging role where you can utilize your skills and make asignificant impact, this is the perfect opportunity for you. Whyjoin us?

Responsibilities:

1. Provide expert tax advice to HNWclients, ensuring their financial affairs are managed in the mosttax-efficient manner. 2. Prepare and review complex individual taxreturns, ensuring accuracy and compliance with the latest tax lawsand regulations. 3. Develop and implement effective financialplanning & analysis strategies to help clients achieve theirfinancial goals. 4. Perform fiduciary duties, acting in the bestinterest of our clients and managing their financial affairs withutmost care and professionalism. 5. Prepare and review estate taxreturns, ensuring all tax obligations are met in a timely manner.6. Provide comprehensive investment management services, helpingclients grow their wealth and achieve their investment goals. 7.Stay abreast of the latest tax laws, regulations, and industrytrends, and communicate these to clients in a clear andunderstandable manner. 8. Collaborate with team members and otherdepartments to ensure a seamless and integrated approach to clientservice.

Job Details Qualifications:

1. Bachelor’s degree inFinance, Accounting, or related field. A Master’s degree orCertified Public Accountant (CPA) certification is preferred. 2.Minimum of 3 years of experience in a similar role, preferably inthe Finance industry. 3. Profound knowledge of S Corp, HNW,individual tax return, financial planning & analysis, fiduciaryduties, estate tax returns, and investment management. 4. Excellentanalytical, problem-solving, and decision-making skills. 5. Strongcommunication and interpersonal skills, with the ability to buildstrong relationships with clients. 6. Proficient in using taxsoftware and other relevant computer applications. 7.Detail-oriented with a high level of accuracy in preparing andentering financial information. 8. Ability to work under pressureand meet tight deadlines. 9. Strong commitment to professional andclient service excellence. 10. Self-motivated with the ability towork independently Interested in hearing more? Easy Apply now byclicking the “Apply Now” button. Jobot is an Equal OpportunityEmployer. We provide an inclusive work environment that celebratesdiversity and all qualified candidates receive consideration foremployment without regard to race, color, religion, age, sex,national origin, disability status, genetics, protected veteranstatus, sexual orientation, gender identity or expression, or anyother characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with yourauthorization. Jobot will consider qualified candidates withcriminal histories in a manner consistent with any applicablefederal, state, or local law regarding criminal backgrounds,including but not limited to the Los Angeles Fair Chance Initiativefor Hiring and the San Francisco Fair Chance Ordinance.