Tax Senior

The public accounting industry now operates like an assembly line, but we emerged to challenge this norm. Founded by former partners from a major accounting firm, we are dedicated to building lasting relationships in a personalized, high-touch environment. Our forward-thinking approach, focused on serving a select group of profitable clients in Greater Boston, offers team members opportunities for career advancement by providing exposure to high-value services.

Responsibilities:

• Prepare and review complex tax returns for individuals, partnerships, and corporations, ensuring compliance with federal, state, and local tax laws and regulations.
• Utilize CCH Axcess software for tax preparation, research, and project management.
• Provide exceptional client service by managing and maintaining relationships with high net worth (HNW) clients.
• Research and analyze tax laws, regulations, and court rulings to ensure accurate and up-to-date tax advice.
• Collaborate with team members to develop and implement tax planning strategies for clients.
• Assist in the development of junior staff by providing mentoring, training, and technical guidance.
• Participate in business development initiatives, including networking events and client presentations.
• Stay current with industry trends and changes in tax laws to provide accurate and timely advice to clients.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a related field is preferred.
• Minimum of 2 years of experience in public accounting or a related field, with a focus on tax.
• Proficiency in CCH Axcess or similar tax software is required.
• Experience working with partnerships and high net worth (HNW) clients is strongly preferred.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is preferred.
• Excellent analytical and problem-solving skills, with a strong attention to detail.
• Exceptional client service skills, with the ability to build and maintain strong client relationships.
• Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
• Ability to manage multiple projects and deadlines in a fast-paced, dynamic environment.
• Commitment to continuous learning and professional development.

If you are a highly motivated professional with a passion for tax and a desire to make a difference, we would love to hear from you. Apply today to join our dynamic team and take the next step in your career.