Senior Tax Advisor, Private Wealth

RWA Wealth Partners, LLC; Massachusetts; On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Health, dental, and vision plans

401(k) contributions

Job summary

RWA Wealth Partners is seeking a Private Wealth Senior Tax Associate to lead preparation and timely filing of complex individual and fiduciary returns in Newton, MA. You will analyze information to determine the lowest lawful tax burden and maintain client confidentiality while collaborating with advisers and trustees.

The role requires five years of tax experience, CPA or MS in Taxation is a plus, and proficiency with tax software.

Qualifications

• Bachelor's degree in accounting; CPA and MS in Taxation are a plus.
• Minimum of five years of progressively responsible tax experience.
• Ability to handle confidential data with integrity.
• Strong organization, prioritization and proactive work style.
• Familiarity with tax software such as CCH Axcess Tax and Salesforce.

Responsibilities

• Prepare and file federal and state individual and fiduciary returns of moderate to high complexity.
• Prepare and file returns for partnerships, corporations, and foundations.
• Prepare federal gift tax returns and assist with planning projections.
• Analyze trust documents for tax return requirements.
• Communicate with federal and state tax authorities regarding notices.
• Review other tax work and provide notes on accuracy.
• Stay updated on tax law changes through readings and webinars.
• Support Tax Services policies and mentor income tax associates.
• Perform tax projections for clients and advisers.
• Provide consultative support on tax matters.

Skills

Tax preparation

Client communication

Mentoring

Attention to detail

Time management

Teamwork

Education

Bachelor's degree in accounting

CPA

MS in Taxation

Tools

CCH Axcess Tax

CCH Workflow/XCM

CCH Axcess Scan

Holistiplan

Salesforce

eMoney

Job description

RWA Wealth Partners is seeking a Private Wealth Senior Tax Associate to lead preparation and timely filing of complex individual and fiduciary returns in Newton, MA. You will analyze information to determine the lowest lawful tax burden and maintain client confidentiality while collaborating with advisers and trustees.

The role requires five years of tax experience, CPA or MS in Taxation is a plus, and proficiency with tax software.