Tax Advisor

Description We are seeking a Tax Advisor to join our team located in Boston, Massachusetts. As a Tax Advisor, you will play a crucial role in managing the tax preparation process for our high-value individual, fiduciary, and foundation tax clients. This role also involves regular client interactions, managing tax strategies, and working collaboratively with other teams within our organization. Responsibilities: Manage the comprehensive preparation of tax returns for individual, fiduciary, and foundation tax clients. Handle confidential information delicately and professionally. Review peers' work for accuracy, ensuring all tax returns are completed correctly. Prepare Foundation 990-PF returns in accordance with regulatory guidelines. Consult with clients on financial and tax strategies, providing expert advice and solutions. Manage quarterly estimated tax payments for assigned accounts. Collaborate with other teams, such as General Counsel and Trust Administration, to identify taxable events with potential legal implications. Contribute to department-wide initiatives, providing input and ideas for improvement. Identify tax planning opportunities to optimize client's tax positions. Utilize various software applications for tax processes to ensure efficient workflow and optimal use of technology. Possess and apply skills in Fiduciary Tax and Gift Tax to daily tasks and client interactions. Requirements Possess a deep understanding of Fiduciary Tax Proficient in dealing with Gift Tax matters Ability to provide accurate tax advice to clients, based on their unique situations Capable of staying updated with the latest tax regulations and laws Proficient in using tax software and applications Excellent communication skills to explain tax strategies to clients Strong problem-solving abilities to address complex tax-related issues High ethical standards to maintain client confidentiality Ability to work under pressure during tax season Relevant certification or degree in tax, accounting, finance, or related field Proven experience in a similar role as a Tax Advisor. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .