| Location: |
MA-Boston
Northeast (CT, ME, MA, NH, RI & VT) |
| Salary Range: |
Competitive compensation package, will consider going higher for right candidate |
| Bonus & Incentives: |
|
| Position Responsibilities: |
~NO TAX COMPLIANCE ~Work with wealth strategist ~Extensive Excel and computer based analysis of diversified financial planning scenarios for ultra ~wealthy families and individu |
| Education and Certifications/Licenses: |
Bachelors |
| Mandatory Minimum Qualifications: |
~Basic understanding of estates, wills, and income tax. ~Will consider a junior trust and estates attorney with limited income tax background ~Strong Excel and computer skills |
| Preferred Qualifications: |
1+ years individual tax experience is ideal
|
| Additional Comments: |
Top tier financial services firm ~Excellent opportunity for advancement ~Exposure to sophisticated planning issues |
| Benefits: |
standard
|
| Overnight Travel: |
No Required Travel |
| Relocation Assistance: |
Yes |
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