Senior Tax

We are looking for a highly skilled Senior Tax specialist to join a boutique wealth management firm located in Beverly, Massachusetts. This position requires expertise in tax compliance and planning for high-net-worth individuals and trusts, and offers the opportunity to work closely with clients and internal teams to deliver exceptional financial solutions. This is a fully on-site role that demands a strong background in tax preparation and fiduciary returns.

Responsibilities:

• Prepare and review federal and state tax returns for individuals and trusts with precision and efficiency.
• Oversee the collection and organization of client data, ensuring the accuracy of workpapers and filings during tax season.
• Develop comprehensive tax projections and schedules for estimated payments.
• Provide proactive tax planning services, address client tax notices, and handle extended returns.
• Collaborate with internal teams and maintain direct communication with clients to ensure seamless service delivery.
• Utilize tax software to streamline processes and ensure compliance with regulatory standards.
• Stay informed on changes in tax laws to provide clients with the most current advice.
• Manage fiduciary income tax returns for trusts and estates with thorough attention to detail.
• Conduct reviews of sales and use tax filings to ensure accuracy and compliance.