Tax Advisor – Boston, MA – Family Office
Our team is working with a leading multi family office based in Boston to hire a Tax Advisor to their growing team. The Tax Advisor will be responsible for comprehensive, tax return preparation for individual, fiduciary, and foundation tax clients. This position will also assist in tax analysis and planning for clients. This position will report into the Head of Tax for the firm.
Responsibilities:
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Prepare complex tax returns for individual clients with high net worth.
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Prepare Agency, Grantor, Simple, & Complex trust tax returns within OneSource software.
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Review tax returns prepared by colleagues to ensure quality processing.
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Preparation of Foundation 990-PF returns.
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Meet with clients and Trustees to present financial and tax planning strategies.
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Analyze and process quarterly estimated tax payments for assigned individual and fiduciary accounts.
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Identify and collaborate with team members on taxable events that may have legal implications.
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Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
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Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
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Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
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Utilize a variety of software applications related to tax research, planning and preparation including: BNA, Profx, & OneSource.
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Work with members of the Tax Team, Business Analysts and Application Developers to utilize the most effective technology and work flow processes.
Qualifications:
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Bachelor’s or Masters’ Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
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Minimum 7 years’ experience in individual & fiduciary tax return production environment.
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Current, high level of knowledge about individual, gift and fiduciary tax matters.
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Experience with fiduciary and estate tax returns preferred.
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Solid understanding of Investment Management concepts.
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Experience with OnceSource Software is a plus.
This role is a full time hybrid opportunity (3 days in 2 at home) that will offer up to $200k for total compensation & strong benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at [email protected]
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