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Tax Personal Financial Services Director
The candidate should have Bachelor's degree in Accounting. CPA, Enrolled Agent or Member of the Bar. Should have 8+ years of experience. Extensive knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work. Extensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and ...
Tax Services Experienced Senior - National Tax - Fiduciary Trust Tax Services
Key responsibilities: Providing trust tax compliance outsourcing and support services for organizations that utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understandin...
The candidate will be assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Applying knowledge to understand potential tax issues, evaluate and select alternative actions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply ...
Tax Consultant II - National Federal Tax - Investment Management - Hedge and Mutual Funds
The candidate will assist with development and use of custom technology tools to support the complex tax analysis and reporting needs of hedge and mutual fund clients. Will assist with the design and implementation of proprietary and third-party technologies that make up the iPACS platform. Provide tax services for multiple client engagements by utilizing proprietary technology tools....
Boston office of the first Cloud-Based law firm is seeking attorneys in any practice area with 7+ years of experience and $400,000+ in portable business. Big law firm experience is preferred.
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Seeking Tax Associate with 1-3 years of tax experience. Candidate must have relevant state tax experience and federal tax experience. Federal income tax experience preferred. Should have excellent technical, professional and client service skills. Excellent academic credentials and written and oral communication skills are required. Appropriate state Bar admission is also required.