Tax Advisor

Job description

Title: Tax Advisor

Location: Boston, MA

Work Model: 3 days/week in person

An exclusive financial services firm in Boston is looking to hire a Tax Advisor to their team to prepare and file moderately/highly complex individual and fiduciary income tax returns and estimates.

Responsibilities:

• Prepare and file federal and state income tax returns (individual and fiduciary) of moderate to high complexity

• Prepare and review trust, estate, and gift tax returns

• Analyze trust documents to determine tax return requirements for related accounts

• Pare and file tax returns applicable for private foundations, non-resident alient trust beneficiaries, gifts, etc.

Qualifications:

• 6+ years of experience in tax working with HNW individuals

• Bachelor's degree in Accounting or Finance, CPA or MS in Taxation preferred