Tax Advisor (141042)

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.

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.

EOE/M/F/D/V/SO

Position ID: 141042