Tax Advisor - Wealth Management

Nixon Peabody LLP; Boston (MA); Hybrid; USD 118,000 - 175,000; Full time

Job summary

Nixon Peabody LLP in Boston, MA seeks a Tax Advisor to prepare fiduciary and personal tax returns, including trusts and estates, and assist with tax planning for high‑net‑worth clients. The role supports firm attorneys and emphasizes accuracy, mentorship, and timely deliverables.

The position reports to the Director, Tax Services and offers a hybrid work schedule. A strong candidate has 4–5 years of senior tax experience and relevant CPA or EA designations preferred.

Qualifications

• 4–5 years of senior tax experience required.
• Bachelor’s degree in accounting, finance, or related field.
• Master’s degree in Taxation or professional designation preferred.

Responsibilities

• Prepare advanced personal and fiduciary tax returns.
• Review fiduciary accounts and determine estimated tax needs.
• Mentor junior staff and participate in training.
• Lead tax planning and research projects for client accounts.
• Maintain high accuracy and client responsiveness.

Skills

Tax research

IRS Subchapter J

Communication

Teamwork

Attention to detail

Education

Bachelor's in Accounting or Finance

Master's in Taxation / CPA / EA

Job description

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.

Reporting Relationships

This position reports to the Director, Tax Services

Location

Boston, MA

Responsibilities

• 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.

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.

Equal Opportunity

Nixon Peabody LLP is an Equal Opportunity / Affirmative Action Employer: Disability / Veteran. Nixon Peabody is committed to creating a fair workplace and does not discriminate against any employee or applicant for employment because of race, creed, color, national origin, sex, age, disability, marital status, sexual orientation, citizenship status, or any other characteristic protected by applicable law.

E-Verify

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.

Salary

• Boston, MA: $118,000 to $174,900

Benefits

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.