Wealth Management Tax Specialist - Boston, MA‏

From:	bostonbusinessprofessionals@yahoogroups.com on behalf of Nancy Baughman (nancy@resourcerecruiting.com)
Sent:	Tue 10/06/09 3:50 PM
To:	Nancy Baughman (nancy@resourcerecruiting.com)

Our client, a wealth management firm, located in Boston is seeking a Tax

Specialist responsible for preparing tax returns for individual clients and

trust accounts; analyzing and processing quarterly estimated tax payments;

reviewing tax returns to ensure quality processing; identifying tax planning

opportunities for clients; utilizing the most effective technology and work

flow processes; working with clients and Trustees to present financial and

tax planning strategies; proactively and closely working with others to

ensure tax planning initiatives are comprehensive and in compliance;

assisting with department-wide initiatives related to tax analyst and

planning.



BS in Business or Accounting; a graduate degree in Taxation and/or CFP

accreditation is preferred. Applicants must have a minimum of five years

experience in an individual and fiduciary tax return production environment

and a minimum of three years experience in direct and individual client

environment involving financial planning and analysis. A high level of

knowledge about individual, fiduciary and estate/gift tax matters, a solid

understanding of Investment Management concepts and experience with BNA,

Profx, and TrustEase software is required.



Please email a Word version of your resume to nancy@resourcerecruiting.com



Nancy Baughman

Placement Director

Resource Recruiting

547 Amherst Street

Nashua, NH 03063

(603) 595-2822 x16

nancy@resourcerecruiting.com