Tax Senior (Estate, Trust, and Individual)
Company: Jobot
Location: Boston
Posted on: September 18, 2023
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Job Description:
Hybrid schedule, great benefits and bonusesThis Jobot Job is
hosted by: Tyler MayAre you a fit? Easy Apply now by clicking the
"Apply" button and sending us your resume.Salary: $100,000 -
$160,000 per yearA bit about us:We are seeking a highly motivated
and experienced Senior Tax Advisor to join our dynamic and
fast-paced Finance team. The successful candidate will be
responsible for providing exceptional tax advice to our high net
worth (HNW) clients, managing individual tax returns, and offering
expert financial planning & analysis. This position will also
involve fiduciary duties, handling estate tax returns, and
providing investment management services. If you are looking for an
exciting and challenging role where you can utilize your skills and
make a significant impact, this is the perfect opportunity for
you.Why join us?Responsibilities:1. Provide expert tax advice to
HNW clients, ensuring their financial affairs are managed in the
most tax-efficient manner.2. Prepare and review complex individual
tax returns, ensuring accuracy and compliance with the latest tax
laws and regulations.3. Develop and implement effective financial
planning & analysis strategies to help clients achieve their
financial goals.4. Perform fiduciary duties, acting in the best
interest of our clients and managing their financial affairs with
utmost care and professionalism.5. Prepare and review estate tax
returns, ensuring all tax obligations are met in a timely manner.6.
Provide comprehensive investment management services, helping
clients grow their wealth and achieve their investment goals.7.
Stay abreast of the latest tax laws, regulations, and industry
trends, and communicate these to clients in a clear and
understandable manner.8. Collaborate with team members and other
departments to ensure a seamless and integrated approach to client
service.Job DetailsQualifications:1. Bachelor's degree in Finance,
Accounting, or related field. A Master's degree or Certified Public
Accountant (CPA) certification is preferred.2. Minimum of 3 years
of experience in a similar role, preferably in the Finance
industry.3. Profound knowledge of S Corp, HNW, individual tax
return, financial planning & analysis, fiduciary duties, estate tax
returns, and investment management.4. Excellent analytical,
problem-solving, and decision-making skills.5. Strong communication
and interpersonal skills, with the ability to build strong
relationships with clients.6. Proficient in using tax software and
other relevant computer applications.7. Detail-oriented with a high
level of accuracy in preparing and entering financial
information.8. Ability to work under pressure and meet tight
deadlines.9. Strong commitment to professional and client service
excellence.10. Self-motivated with the ability to work
independentlyInterested in hearing more? Easy Apply now by clicking
the "Apply" button.
Keywords: Jobot, Boston , Tax Senior (Estate, Trust, and Individual), Accounting, Auditing , Boston, Massachusetts
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