What are the responsibilities and job description for the Tax Advisor position at Selby Jennings?
Title: Tax Advisor
Location: Boston, MA
Work Model: 3 days/week in person
An exclusive financial services firm in Boston is looking to hire a Tax Advisor to their team to prepare and file moderately/highly complex individual and fiduciary income tax returns and estimates.
Responsibilities:
- Prepare and file federal and state income tax returns (individual and fiduciary) of moderate to high complexity
- Prepare and review trust, estate, and gift tax returns
- Analyze trust documents to determine tax return requirements for related accounts
- Pare and file tax returns applicable for private foundations, non-resident alient trust beneficiaries, gifts, etc.
Qualifications:
- 6 years of experience in tax working with HNW individuals
- Bachelor's degree in Accounting or Finance, CPA or MS in Taxation preferred
