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Family Office Tax Associate
Dakota Tax Services is a boutique family office located in Boston’s Back Bay. Our business is primarily made up of closely held businesses and high net worth individuals. The firm offers a highly personalized and tailored approach to tax counseling and estate planning. Responsibilities Prepare and review federal and state tax returns for individuals, estate, trusts, partnerships and corporations Assist with annual gift strategies and gift tax compliance Create tax planning ideas and strategies for individuals and multi-state corporations and partnerships Prepare and organize tax files and prepare projections Research complex tax issues Respond to IRS and state tax notices Client corre
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