Tax Senior

About Our Firm

Our firm is a premier regional public accounting and wealth management firm based in Milton, MA. We serve various industries including technology, construction, real estate, manufacturing, and distribution.

Our Unique Approach

We operate with a unique firm split into three key areas of focus: Tax & Audit, Wealth Management, and Business Accounting. This setup enables us to cater to all our clients' financial needs under one roof.

Tax Team Opportunity

We are actively seeking experienced Tax Seniors/Supervisors to join our tax team. This role offers significant long-term growth opportunities as we continue to grow this arm of the business.

Why Work with Us

• Fantastic work-life balance, including long weekends during non-busy seasons
• 401k match
• Full medical, dental, and vision coverage
• Excellent career growth opportunities

Key Responsibilities

Individual Tax Services

• Prepare and manage tax returns, extensions, and tax planning calculations for individual entities

Financial Statement Preparation

• Prepare financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records

Tax Planning and Projections

• Prepare complex tax planning projections for individual and corporate estimated tax liability

Client Management

Tax Return Preparation

• Prepare complex U.S. and state individual income, gift tax, and estate tax returns

Communication

• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters

Requirements

• Minimum 2 years of relevant experience
• Experience in individual tax compliance and planning
• Prior experience with gift, estate, and trust returns and partnership tax is a plus
• Outgoing and friendly personality with excellent teamwork skills
• Forward-thinking and committed to continuous learning and improvement

Benefits

• Vacation/PTO time off
• Medical, dental, and vision coverage
• 401k plan
• Bonus incentives