Tax Advisor
An exclusive wealth management firm in Boston is looking to grow their Tax Advisory team by bringing on new Tax Advisors to sit in a client-facing seat.
Responsibilities:
- Prepare tax returns for high net worth individuals (complex income tax returns, trusts, fiduciary, gifts)
- Act as the client point of contact to present financial and tax planning strategies
- Develop and maintain department-wide initiatives internally
Qualifications:
- Bachelor's degree or higher in Accounting, Finance, Business, or related field
- 7+ years of experience in Tax for HNW individuals
- 5+ years of client-facing experience
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