Recommend client tax planning strategies and ideas to client advisors
Research tax issues and formulate clear and concise conclusions
Tax planning for high net worth individuals
Preparation of individual, and fiduciary returns
Excellent verbal and written communication skills.
Deadline-oriented and results driven.
Excellent organizational/project management skills and strong attention to detail.
Analytical, technical tax and accounting skills
Contribute to and foster a positive work environment
Actively participate in continuing education and professional growth activities
Assist the chief compliance officer to institute and manage best practices with respect to RIA and related compliance requirements
Interface with compliance consultants
Communicate with staff for questions and approvals
Perform or supervise all required testing
Document internal workflow procedures
Maintain and monitor required books and records
Assist with audits and audit preparation
Understand the language of compliance and take an interest the topic
Keep current with compliance rules and regulations
Maintain calendar of activities and insure completion
We offer a very competitive salary and benefits package, with fully paid medical insurance, 401k matching and contribution and generous paid time off. If you are interested in joining a progressive and growing firm we would like to hear from you.
For consideration, please email a cover letter and resume. Principals only. Recruiters, please don't contact this job poster. Do not contact us with unsolicited services or offers.
Job Type: Full-time
Relevant: 5 years (Preferred)
Paid time off
Professional development assistance
Bachelor’s degree in Accounting and CPA preferred
5 years tax return preparation and related experience preferred
Proficient with Microsoft Office, Quickbooks and experience with UltraTax preferred
About The Financial Advisors, LLC
• The Financial Advisors, LLC, located in Andover, Massachusetts, is a financial planning and investment management firm with a team of 13 professionals. The firm provides services to high net worth individuals and their families. We are dedicated to providing outstanding service to our clients.
• We are seeking a highly motivated individual to join our well established and growing practice. This is a full-time career position with an opportunity for advancement.