TAX SENIOR MANAGER – FAMILY OFFICE – BOSTON – HYBRID – SALARY UP TO $180K
A long established and highly regarded family office is looking for a Tax Advisor to join their team. Reporting to the Head of Tax, you will be responsible for comprehensive tax return preparation, analysis and planning for HNW clients.
Responsibilities:
- Prepare complex tax returns for HNW clients
- Review tax returns prepared by colleagues to ensure quality
- Meet with clients and Trustees to present financial and tax planning strategies.
- Analyze and process quarterly estimated tax payments.
- Identify and collaborate with team members on taxable events that may have legal implications.
- Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
- Partner with other teams throughout the office to ensure tax planning initiatives are comprehensive and compliant.
- Mentor junior Tax Advisors.
- Utilize a variety of software applications related to tax research, planning and preparation.
Qualifications:
- Bachelor’s or Masters’ Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
- Minimum 4 years of experience in individual tax returns.
- Knowledge about individual and gift tax matters.
- Experience with fiduciary and estate tax returns is preferred.
- Solid understanding of Investment Management concepts.
Contact Erin Sullivan at [email protected] for more information!
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