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The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are absolutely essential.
Responsibilities
Education, Experience & Qualifications
Skills
Reporting & Classification
The Tax Advisor will report to the Head of Tax. This is an exempt position and is required to work Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice.
Work Location
The Tax Advisor will be required to work from our Boston, MA office three (3) days per week, with the option to work remotely two (2) days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.
This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.
Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.
Full Time
$102k-127k (estimate)
06/18/2024
07/05/2024
lwcotrust.com
BOSTON, MA
50 - 100
2007
WILLIAM B PERKINS
<$5M
Investment Management
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.