Job Overview – Tax Advisor:
We are seeking a Tax Advisor to join our client's team in Boston, MA. This role involves tax return preparation and planning for high-net-worth individuals, trusts, and estates. The position offers a hybrid work schedule, with three days in the office and two days remote.
Location: Boston, MA (Hybrid)
Compensation: $125,000-$195,000/year
Schedule: 9:00 AM to 5:00 PM, Monday to Friday
Responsibilities as the Tax Advisor:
- Prepare and review complex tax returns for high-net-worth individuals.
- Meet with clients and trustees to discuss tax planning strategies.
- Process quarterly estimated tax payments.
- Identify and address taxable events with legal implications.
- Collaborate on tax planning initiatives and projects.
- Mentor junior Tax Advisors.
- Utilize tax software (BNA, Profx) for research and preparation.
- Work with teams to optimize technology and workflows.
Qualifications for the Tax Advisor:
- 7+ years in individual tax return preparation.
- 5+ years in client financial planning and analysis.
- Bachelor’s or Master’s in Business, Accounting, Taxation, or CFP required.
- Knowledge of individual, gift, fiduciary, and estate tax matters.
- Strong analytical, communication, and presentation skills.
- Ability to work under deadlines with a strong work ethic and customer service skills.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion. #CB