Senior Private Client Tax Advisor

Insite US; Massachusetts; On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Vision insurance

Medical insurance

401(k)

Pension plan

Tuition assistance

Job summary

A leading accounting firm located in Massachusetts is seeking a Senior Tax Advisor to provide tax planning services for high-net-worth clients. This role involves overseeing tax return preparation, managing client relationships, and mentoring a high-performing team. Candidates should have over 8 years of relevant experience and a solid educational background in Accounting. Benefits include medical insurance, 401(k), and tuition assistance.

Qualifications

• 8+ years of tax experience in public accounting focusing on high-net-worth individuals.
• Proven ability to research tax issues and develop strategic planning solutions.
• Excellent interpersonal, communication, and leadership skills.

Responsibilities

• Provide tax planning and advisory services to high-net-worth individuals.
• Oversee tax return preparation for estates, gifts, and fiduciary returns.
• Mentor and develop a high-performing team.

Skills

Tax planning

Client relationship management

Team leadership

Estate and fiduciary taxation

Strategic tax planning

Interpersonal communication

Project management

Education

Bachelor’s or Master’s degree in Accounting or Tax

CPA or EA certification

Job description

A leading accounting firm located in Massachusetts is seeking a Senior Tax Advisor to provide tax planning services for high-net-worth clients. This role involves overseeing tax return preparation, managing client relationships, and mentoring a high-performing team. Candidates should have over 8 years of relevant experience and a solid educational background in Accounting. Benefits include medical insurance, 401(k), and tuition assistance.