Senior Tax
Robert Half
Our client is a boutique Wealth Management firm in the north-shore looking to add a Senior Tax person to their team.This role is 4 days a week in office.Senior Tax Professional – Wealth Management (North-Shore)An established wealth management firm is seeking an experienced tax professional to support high-net-worth clients across tax compliance and planning.Responsibilities:Prepare and review federal/state tax returns for individuals and trustsManage client data intake, workpapers, and filing accuracy during tax seasonDevelop tax projections and estimated payment schedulesProvide ongoing tax planning, respond to notices, and complete extended returnsPartner with internal teams and interact directly with clients
Vacancy posted 19 hours ago
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