Senior TaxRobert Half

Description

Our client is a boutique Wealth Management firm in the north-shore looking to add a Senior Tax person to their team.

This role is 4 days a week in office.

Senior Tax Professional Wealth Management (North-Shore)

An established wealth management firm is seeking an experienced tax professional to support high-net-worth clients across tax compliance and planning.

Responsibilities:

Prepare and review federal/state tax returns for individuals and trusts

Manage client data intake, workpapers, and filing accuracy during tax season

Develop tax projections and estimated payment schedules

Provide ongoing tax planning, respond to notices, and complete extended returns

Partner with internal teams and interact directly with clients

Requirements

Minimum of 10 years of experience in tax preparation, including individual and fiduciary returns.

CPA or EA certification is preferred.

Proficiency in tax software, such as those designed for fiduciary and individual tax preparation.

Strong organizational skills to manage multiple client accounts and deadlines effectively.

Excellent communication skills to interact with clients and coordinate with internal teams.

Comprehensive knowledge of fiduciary income tax for trusts and estates.

Familiarity with sales and use tax regulations and filings.

Ability to work independently while contributing to a collaborative team environment.

Please email your resume to Thatiane Abrantes for immediate consideration. The compensation includes base + bonus + excellent benefits.

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