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Atlantic Group is Hiring a Tax Advisor Near Boston, MA
Looking to get out of public? Looking for a better work life balance?
*Please note: only local Massachusetts applicants will be considered.
The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to join their team!
The Tax Advisor will assist with initiatives related to tax analysis and planning for private clients. The role will manage high-level client advisory consulting by providing comprehensive, tax return preparations, private foundations, charitable, fiduciary, trusts and estate tax services.
Responsibilities
- Support clients and Trustees to present financial and tax planning strategies.
- Analyze and process quarterly estimated tax payments for accounts.
- Collaborate with legal on taxable events that may pose for litigation implications.
- Prepare complex tax returns for individual clients with high net worth.
- Review tax returns prepared by colleagues to ensure quality processing.
- Collaborate with the Tax Department Team to develop, implement and oversee department-wide procedural initiatives.
- Identify tax planning opportunities for individuals and families.
- Ensure tax planning initiatives are comprehensive and compliant.
- Provide mentoring to junior tax specialists.
Education, Experience & Qualifications
- Bachelor's or Masters' Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
- Minimum 7 years' experience in individual tax return production environment.
- 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.
Job Summary
Full Time
$100k-125k (estimate)
05/07/2024
05/20/2024
PARIS, MO
100 - 200
2016
$10M - $50M
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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.
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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.
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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.
