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Tax Advisor in Boston, MA at SNI Financial

Date Posted: 10/2/2019

Job Snapshot

  • Employee Type:
  • Location:
    Boston, MA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

  • Prepare complex tax returns for individual clients with high net worth.
  • Review tax returns prepared by colleagues to ensure quality processing.
  • Meet with clients and Trustees to present financial and tax planning strategies.
  • Analyze and process quarterly estimated tax payments for assigned individual accounts.
  • Identify and collaborate with team members on taxable events that may have legal implications.
  • Partner with Trustees to identify tax planning opportunities for individuals and families.
  • Collaborate with others within the Tax Department to develop, implement and oversee department-wide initiatives.
  • Collaborate with other teams throughout the firm, including General Counsel and TrustAdministration, to ensure tax planning initiatives are comprehensive and compliant.
  • Graduate degree in Taxation and/or Certified Financial Planning strongly desired.
  • Bachelor's Degree in business or accounting concentration.
  • Minimum 7 years' experience in individual tax return production environment.
  • Minimum 5 years' experience in direct individual client environment involving financial planning and analysis.
  • Current, high level of knowledge about individual and gift tax matters.
  • Experience with fiduciary and estate tax returns preferred.
  • Solid understanding of Investment Management concepts.