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

• 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 internall