2 tax advisor Jobs in boston, ma
Jobot is Hiring a Tax Advisor Near Boston, MA
This Jobot Job is hosted by: Tyler May
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $100,000 - $160,000 per year
A bit about us:
We are seeking a highly motivated and experienced Senior Tax Advisor to join our dynamic and fast-paced Finance team. The successful candidate will be responsible for providing exceptional tax advice to our high net worth (HNW) clients, managing individual tax returns, and offering expert financial planning & analysis. This position will also involve fiduciary duties, handling estate tax returns, and providing investment management services. If you are looking for an exciting and challenging role where you can utilize your skills and make a significant impact, this is the perfect opportunity for you.
Why join us?
Responsibilities:
1. Provide expert tax advice to HNW clients, ensuring their financial affairs are managed in the most tax-efficient manner.
2. Prepare and review complex individual tax returns, ensuring accuracy and compliance with the latest tax laws and regulations.
3. Develop and implement effective financial planning & analysis strategies to help clients achieve their financial goals.
4. Perform fiduciary duties, acting in the best interest of our clients and managing their financial affairs with utmost care and professionalism.
5. Prepare and review estate tax returns, ensuring all tax obligations are met in a timely manner.
6. Provide comprehensive investment management services, helping clients grow their wealth and achieve their investment goals.
7. Stay abreast of the latest tax laws, regulations, and industry trends, and communicate these to clients in a clear and understandable manner.
8. Collaborate with team members and other departments to ensure a seamless and integrated approach to client service.
Job Details
Qualifications:
1. Bachelor’s degree in Finance, Accounting, or related field. A Master’s degree or Certified Public Accountant (CPA) certification is preferred.
2. Minimum of 3 years of experience in a similar role, preferably in the Finance industry.
3. Profound knowledge of S Corp, HNW, individual tax return, financial planning & analysis, fiduciary duties, estate tax returns, and investment management.
4. Excellent analytical, problem-solving, and decision-making skills.
5. Strong communication and interpersonal skills, with the ability to build strong relationships with clients.
6. Proficient in using tax software and other relevant computer applications.
7. Detail-oriented with a high level of accuracy in preparing and entering financial information.
8. Ability to work under pressure and meet tight deadlines.
9. Strong commitment to professional and client service excellence.
10. Self-motivated with the ability to work independently
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Job Summary
Full Time
$88k-111k (estimate)
05/22/2024
06/07/2024
jobot.com
IRVINE, CA
200 - 500
2014
Private
TIM MURPHY
$50M - $200M
Related Companies
About Jobot
Jobot is a California-based recruiting and staffing firm that provides experienced recruiters for businesses.
The following is the career advancement route for Tax Advisor positions, which can be used as a reference in future career path planning. As a Tax Advisor, it can be promoted into senior positions as a Finance Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Advisor. You can explore the career advancement for a Tax Advisor below and select your interested title to get hiring information.
If you are interested in becoming a Tax Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Advisor job description and responsibilities
Typically, tax advisors charge a lump sum for services rendered.
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Some run their own offices, some work for large corporations and tax-preparation chains, and some branch out to become certified financial planners.
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Tax consultants offer a variety of services to their clients.
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Tax consultants usually work for financial consulting firms, public accounting firms or government agencies.
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Business owners may opt to take advantage of a customized plan from a tax consultant.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Advisor jobs
The tax consultant does not have to do all the work himself, but can use the help of expert staff (tax clerks, tax specialists, etc.).
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That accounts for a small fraction of the 34 million consumers who use software to prepare and file tax returns each year.
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Taxpayers should also maintain copies of tax returns and related documents themselves, Curtis says.
02/23/2022: Lima, OH
The Accredited Business Accountant/Advisor and Accredited Tax Preparer are examples of programs that help preparers fulfill the Annual Filing Season Program requirement.
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The work of a tax adviser depends on the nature and size of the employer.
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Step 3: View the best colleges and universities for Tax Advisor.
