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The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
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Knowledge of (or at least willingness and aptitude to learn) the technology relevant to our tax practice: CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep. Tax planning/consulting: Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients (e.g., clients with stock-based compensation, self-employed clients with fluctuating cashflows, and clients with multiple sources of income.
$115,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The VP will structure debt and equity, with an emphasis on low-income housing tax credit (LIHTC) affordable transactions, as well as negotiate term sheets, and assist in implementing finance transactions.
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You’ll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. Description & SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments.
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State Income Tax Associate II. Primary role on state and local tax audits and notices from state related to state income tax. Responsible for the preparation, review, and processing of the annual state income tax filings and associated compliance in coordination with our outsourcing partners.
$113,100Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning.
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Collect assets, create asset lists, value assets, calculate estate tax estimates, prepare instruments of distribution and receipts, prepare correspondence to clients, beneficiaries and advisors, participate in post-mortem income tax planning, transfer property to beneficiaries, prepare probate accountings, and fund formula distributions to marital and exemption trusts.
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Quality Engineer - PolymersSpringfield, MA Description:This is a great opportunity in a beautiful, upscale town outside of Springfield, MA, near Vermont and New Hampshire (no income tax), with nearby colleges.
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Familiarity with OneSource Income Tax Compliance and Peoplesoft General Ledger applications (preferred) Reporting to the International Director of Tax, you will play a critical role in managing income tax compliance for our client’s foreign operations, supporting international tax compliance workstreams, and providing technical expertise on international tax matters.
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At least 7 years of Assistant Controller or Controller experience in residential multi-family real estate, ideally in low-income housing tax credit (LIHTC) space. We are seeking a dynamic and experienced Controller to join our real estate development team in the low-income housing sector.
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This includes advising on a full spectrum of tax services including income tax planning, wealth transfer planning and tax compliance. As a Tax Senior Manager, you will be responsible for the following, which are focused on your technical expertise and ability to lead a collaborative team dedicated to excellent client service:Advise Financial Fund Executive clients in all stages of a fund lifecycle – from growth and expansion to maturity and exit transition.
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Develop and provide innovative tax planning strategies for clients and review complex income tax returns. 3-6+ years of experience in a tax role with a public accounting firm.
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Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Providing tax planning and consulting to our firm’s high net worth client for estate and individual income taxes.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our SALT practice is made up of 100+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs.
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Primarily responsible for the allocation of income to investors, determination of management and incentive fees in accordance with the waterfall provisions, and processing capital events such as capital calls and distributions.
$153,750 a yearFull-timeExpandApply NowActive JobUpdated Today
income tax jobs in Boston, MA
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