Partner Tax Preparation Advisor

Jobtailor

Massachusetts

On-site

USD 90,000 - 130,000

Full time

5 days ago

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Job summary

Jobtailor is seeking a tax professional to assist in preparing and reviewing tax returns for high-net-worth individuals and privately-owned businesses in Massachusetts. You will support tax planning and compliance by gathering and analyzing financial data, and collaborate with teammates to deliver personalized strategies.

You will draft and prepare tax documents, including trust and estate materials, monitor financial trends for tax-saving opportunities, apply tax legislation knowledge, and

Qualifications

At least a Bachelor's degree in Accounting or Finance
At least 1 years of experience
Proficiency in Tax Preparation and Compliance
Skills in Corporate Tax Planning and Direct Tax
Experience or knowledge in Partnership Tax and Wealth Structuring
Knowledge of Tax Legislation and Tax Governance
Financial Statement Analysis and Account Reconciliation
Ability to adapt to diverse client needs and team dynamics
Must not require, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth in PwC's policy

Responsibilities

Assist in preparing and reviewing tax returns for high-net-worth individuals and privately-owned businesses
Support tax planning and compliance by gathering and analyzing financial data
Collaborate with team members to provide personalized tax advice and strategies
Draft and prepare tax documents, including trust and estate documents
Monitor and analyze financial trends to identify tax-saving opportunities

Skills

Tax Preparation

Corporate Tax Planning

Direct Tax

Wealth Structuring

Financial Statement Analysis

Account Reconciliation

Adaptability

Team Collaboration

Client Service

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Job description

Assist in preparing and reviewing tax returns for high-net-worth individuals and privately-owned businesses
Support tax planning and compliance by gathering and analyzing financial data
Collaborate with team members to provide personalized tax advice and strategies
Draft and prepare tax documents, including trust and estate documents
Monitor and analyze financial trends to identify tax-saving opportunities
Apply tax legislation and compliance knowledge to support client needs
Participate in internal tax due diligence and compliance oversight activities
Use tax accounting and auditing skills to enhance client service delivery
Contribute to tax strategies for domestic restructuring and corporate tax planning
Build a personal brand by consistently delivering quality work and adapting to diverse client needs

Requirements

At least a Bachelor's degree in Accounting or Finance
At least 1 years of experience
Proficiency in Tax Preparation and Compliance
Skills in Corporate Tax Planning and Direct Tax
Experience or knowledge in Partnership Tax and Wealth Structuring
Knowledge of Tax Legislation and Tax Governance
Financial Statement Analysis and Account Reconciliation
Ability to adapt to diverse client needs and team dynamics
Must not require, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth in PwC's policy

Core Competencies

Demonstrates expertise in Tax Preparation and Compliance, Corporate Tax Planning, and Financial Statement Analysis, while effectively collaborating with team members to deliver personalized tax strategies for high-net-worth individuals and businesses.

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