21 Jobs in Newton, MA
Atrium Staffing Services Ltd. is Hiring a Tax advisor Near Newton, MA
Our client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team.
Salary / Hourly Rate :
$130,000 $195,000
Position Overview :
The Tax Advisor is responsible for tax return preparation, tax analysis and planning for clients. The Tax Advisor build a long-term, rewarding career while working in a collaborative environment.
Responsibilities of the Tax Advisor :
- Prepare complex tax returns for individual clients with high net worth
- Review tax returns
- Analyze and process quarterly estimated tax payments
- Identify and collaborate with team members on taxable events
- Identify tax planning opportunities for individuals and families
- Mentor junior Tax Advisors
Qualifications for the Tax Advisor :
- Minimum 7 years of experience in individual tax return production environment
- Minimum 5 years of experience in direct individual client environment involving financial planning and analysis
- Current, high level of knowledge about individual and gift tax matters
- Experience with fiduciary and estate tax returns preferred
- Solid understanding of Investment Management concepts
Education Requirements :
Bachelor’s or Masters’ degree in business or accounting concentration and / or Taxation and / or Certified Financial Planning is required
Benefits :
Client provided benefits, upon eligibility
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 : 143217
Last updated : 2024-05-23
Job Summary
Full Time
$104k-130k (estimate)
05/24/2024
07/30/2024
The job skills required for Tax advisor include Accounting, Analysis, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax advisor. Select any job title you are interested in and start to search job requirements.
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.
03/21/2022: Albany, NY
Some run their own offices, some work for large corporations and tax-preparation chains, and some branch out to become certified financial planners.
02/15/2022: Olympia, WA
Tax consultants offer a variety of services to their clients.
04/03/2022: Gainesville, FL
Tax consultants usually work for financial consulting firms, public accounting firms or government agencies.
02/20/2022: Columbia, SC
Business owners may opt to take advantage of a customized plan from a tax consultant.
01/19/2022: Charleston, WV
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.).
03/04/2022: Allentown, PA
That accounts for a small fraction of the 34 million consumers who use software to prepare and file tax returns each year.
01/26/2022: Monroe, LA
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.
03/05/2022: Long Beach, CA
The work of a tax adviser depends on the nature and size of the employer.
04/05/2022: Mobile, AL
Step 3: View the best colleges and universities for Tax Advisor.
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