Recent Searches

You haven't searched anything yet.

1 Tax Associate Job in Wellesley, MA

SET JOB ALERT
Details...
The Planet Group
Wellesley, MA | Full Time
$70k-87k (estimate)
2 Months Ago
Tax Associate
The Planet Group Wellesley, MA
$70k-87k (estimate)
Full Time | Specialty Trade in Construction 2 Months Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

The Planet Group is Hiring a Tax Associate Near Wellesley, MA

Job Title: Tax Associate

Company info: 11 person privately owned tax firm with a client base of high net worth individuals, partnerships and S-corps.

Location: Wellesley, MA, 2-3 days/week in the office, hybrid

Required: 2 years of tax experience with a focus on high net worth individuals, partnerships or S-Corps.

Job Description:

We are seeking a highly motivated individual to join our well established and growing practice.

We are a tax preparation and consulting firm with a team of 11 professionals. The firm provides tax and consulting services to high net worth individuals and their families, closely held businesses, business owners and entrepreneurs and nonprofit organizations. We are dedicated to providing outstanding service to our clients.

Job Responsibilities:

  • Preparation of individual, partnership, fiduciary and corporate returns
  • Tax planning for high net worth individuals and closely held businesses
  • Recommend client tax planning strategies and ideas to managers and partners
  • Communication with managers and/or partners regarding engagements
  • Actively participate in continuing education and professional growth activities
  • Contribute to and foster a positive work environment

Job Qualifications

  • Bachelor’s degree in Accounting and CPA or CPA candidate preferred
  • 2-3 years of recent tax experience in a CPA firm
  • Proficient with Microsoft Office, Quickbooks and experience with CCH ProSystem fx preferred
  • Analytical, technical tax and accounting skills
  • Excellent organizational/project management skills and strong attention to detail.
  • Deadline-oriented and results driven.
  • Excellent verbal and written communication skills.

We offer a very competitive salary and benefits package, with 401k matching, paid time off and a hybrid work environment. If you are interested in joining a progressive and growing firm we would like to hear from you.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Specialty Trade in Construction

SALARY

$70k-87k (estimate)

POST DATE

07/28/2024

EXPIRATION DATE

08/23/2024

HEADQUARTERS

ROCKWOOD, TN

SIZE

25 - 50

FOUNDED

1998

CEO

JANET MANUEL

REVENUE

<$5M

INDUSTRY

Specialty Trade in Construction

Show more

The Planet Group
Contractor
$88k-108k (estimate)
1 Day Ago
The Planet Group
Full Time
$65k-78k (estimate)
1 Week Ago
The Planet Group
Contractor
$72k-90k (estimate)
1 Week Ago

The job skills required for Tax Associate include Tax Preparation, Accounting, CPA, Tax Planning, Written Communication, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Associate. Select any job title you are interested in and start to search job requirements.

For the skill of  Tax Preparation
Jackson Hewitt
Full Time
$70k-86k (estimate)
1 Day Ago
For the skill of  Accounting
Goodwin Recruiting
Full Time
$231k-318k (estimate)
6 Days Ago
For the skill of  CPA
Atlantic Group
Full Time
$186k-234k (estimate)
1 Month Ago
Show more

The following is the career advancement route for Tax Associate positions, which can be used as a reference in future career path planning. As a Tax Associate, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Associate. You can explore the career advancement for a Tax Associate below and select your interested title to get hiring information.

H&R Block
Full Time
$79k-99k (estimate)
2 Days Ago

If you are interested in becoming a Tax Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Tax Associate job description and responsibilities

Tax associates review all relevant tax related documents to make sure they align with the tax laws and regulations, and ensure they maintain the most accurate view of a client's financial situation.

03/18/2022: Cedar Rapids, IA

After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.

02/17/2022: Biloxi, MS

At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.

02/14/2022: Fort Lauderdale, FL

Not only do tax associates work with their clients to prepare tax return documents, they help clients organize their personal financial records.

02/14/2022: Richmond, VA

Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.

02/08/2022: Lubbock, TX

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Tax Associate jobs

Customers do not always understand or agree with tax law, so tax associates must politely educate tax filers without becoming argumentative.

02/09/2022: Richland, WA

A good tax associate has to be willing to learn continuously because tax regulations change yearly.

02/03/2022: Lincoln, NE

Tax associates offer effective plans for their clients to follow throughout the year to keep them on track to meet their financial goals, and protect them from having to pay more than they can afford by the tax deadline.

12/26/2021: Nashville, TN

A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.

12/28/2021: Duluth, MN

Being a tax associates has a great job security because taxes won’t disappear or become any easier.

01/23/2022: Omaha, NE

Step 3: View the best colleges and universities for Tax Associate.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
Show more