4750 - Tax Advisor - Wealth Management

Nixon Peabody LLP; Boston (MA); Hybrid; USD 118.000 - 175.000; Vollzeit

Zusammenfassung

Nixon Peabody LLP in Boston, MA seeks a Tax Advisor to prepare complex fiduciary and personal returns, with emphasis on high-net-worth planning and trust income tax compliance.

The role supports attorneys and trustees, with a hybrid work schedule and opportunities to mentor junior staff and lead tax planning projects. Strong technical knowledge and client service are essential.

Qualifikationen

• 4-5 years of relevant experience in a Senior Tax role.
• Bachelor's Degree in Accounting, Finance, or related field required; advanced designation preferred.
• Strong grasp of IRS Subchapter J laws and related regulations.
• Strong communication and collaboration skills.
• Ability to manage multiple assignments in a fast-paced environment.

Aufgaben

• Review fiduciary accounts periodically for correct tax treatment.
• Prepare advanced personal returns including private equity and foreign investments.
• Prepare complex fiduciary income tax returns for trusts.
• Review estimated tax payments quarterly and perform calculations as needed.
• Mentor junior staff and share knowledge of tax law and software.
• Lead tax planning and research projects for client accounts.

Kenntnisse

Communication

Teamwork

Organization

Attention to detail

Computer skills

Multi-tasking

Ausbildung

Bachelor's degree in Accounting/Finance

Master’s in Taxation / CPA / EA

Jobbeschreibung

Job Description

The Tax Advisor is responsible for preparing tax returns for an assigned group of accounts, some of which are at a higher level of complexity. This includes trusts, estates, and personal income tax returns. This position supports clients of firm attorneys/trustees and focuses on non-grantor trust and estate income tax compliance. The role will involve assisting with tax planning strategies for high-net-worth clients and serving as a resource for other team members. A hybrid work schedule is available for this position.

A career at Nixon Peabody is the opportunity to do work that matters. It's the chance to use your knowledge to shape what's ahead. To share, to innovate, to learn at a firm that taps the power of collective thinking.

We've created a dynamic, energizing environment that promotes success for our clients and each other. We offer fast growth, connectedness and training in business as well as law. And our rigorous standards assure you are part of a diverse team of top talent at every turn.

If you're someone who's looking toward the future, we'd love to hear from you.

Reporting Relationships

This position reports to the Director, Tax Services

Location: Boston, MA

• Conduct a review of assigned fiduciary accounts at periodic intervals throughout the year. Review is done on the tax reporting platform. Review includes transaction data and other account information to ensure appropriate tax treatment.
• Prepare more advanced personal returns; including those with private equity and foreign investments.
• Prepare more complex fiduciary income tax returns for trusts. This will include management of an assigned group of accounts.
• Conduct a quarterly review of applicable trust and individual accounts to determine the need for estimated tax payments. Perform calculations as needed using appropriate software tools.
• Collaborate with staff members and adhere to departmental procedures and timelines to prepare tax reporting for assigned fiduciary accounts.
• Peer review of other team members prepared individual tax returns.
• Maintain extremely high accuracy and responsiveness to internal and external clients.
• Prepare federal and state income tax returns for individual clients. This will include review and analysis of all relevant data, communication with supervisor or client on items in question, completion of returns for client review and signature, and estimated tax planning for subsequent tax period.
• Participate in internal and external trainings to enhance knowledge of tax laws and regulations.
• Assist and mentor junior staff members by sharing knowledge of applicable tax law and tax related software.
• Assist with the development, improvement and implementation of processes and procedures on a consistent basis.
• Lead tax planning and/or research projects related to assigned client accounts.
• Perform other duties as assigned.

To perform this job successfully, you must be able to perform each essential job responsibility listed above, satisfactorily. Nixon Peabody retains the right to change or assign other duties to this position. The requirements listed below are representative of the skills and abilities required.

Job Requirements

• 4-5 years of relevant experience in a Senior Tax role.
• Bachelor's Degree in Accounting, Finance, or related field required. Master's Degree in Taxation, CPA, EA or other professional designation preferred.
• Ability to learn aspects of in-house trust accounting system.
• Ability to research, learn and analyze applicable tax law rules and regulations.
• Strong grasp of IRS Subchapter J laws and related regulations, and the ability to apply these concepts to all aspects of the fiduciary income tax practice.
• Strong communication skills, both verbal and written.
• Ability to work effectively as an individual contributor and as part of a team.
• Ability to manage multiple assignments within a fast-paced environment while consistently meeting deadlines.
• Strong organizational skills and superior attention to detail.
• Strong computer skills with ability to master new systems quickly.

Nixon Peabody LLP is an Equal Opportunity / Aff

To comply with Federal law, Nixon Peabody participates in E-Verify. All newly hired employees are verified through this electronic system established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to confirm their identity and employment eligibility. Please refer to the Notice of E-Verify Participation and the Right to Work posters on the Nixon Peabody Careers page for more information.

In accordance with applicable Federal and State laws, the anticipated annual salary range for this position, depending on location, is as follows:

• Boston, MA: $118,000 to $174,900

• In addition to a standard benefits package, this role may be eligible for additional contingent compensation based on an array of factors, including but not limited to: work performance, geographic location, work experience, education, and qualifications. Because such contingent compensation is not yet calculable or may be zero ($0) in some circumstances, the above-listed salary range(s) are Nixon Peabody's good faith estimate of the annual salary(ies) it reasonably expects to pay for the position at the time of this posting.

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