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Selby Jennings

Tax Advisor

Selby Jennings, Boston, Massachusetts, us, 02298

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Overview

Senior Recruitment Consultant | Finance, Accounting, Operations An exclusive wealth management firm in Boston is looking to grow their Tax Advisory team by bringing on new Tax Advisors to sit in a client-facing seat. Responsibilities

Prepare tax returns for high net worth individuals (complex income tax returns, trusts, fiduciary, gifts) Act as the client point of contact to present financial and tax planning strategies Develop and maintain department-wide initiatives internally Qualifications

Bachelor's degree or higher in Accounting, Finance, Business, or related field 7+ years of experience in Tax for HNW individuals 5+ years of client-facing experience Location: Boston, MA

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