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High Net Worth Tax Senior/Manager - 25861

Daley And Associates, LLC.
Boston, MA Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 5/7/2025
High-Net-Worth Tax Senior/Manager (Remote)

A successful financial services and accounting firm is actively seeking a seasoned Tax professional with 3 years of High-Net-Worth tax experience to join their team. This is a remote opportunity that is offering a strong compensation package and is an excellent step for someone looking for more work-life-balance and continue growing their careers. If you’re interested in the High-Net-Worth Tax Senior/Manager, please keep reading.

Responsibilities and Qualifications:

  • Provide tax compliance and consulting services to high-net-worth individuals, families, and their related entities
  • Prepare and review complex individual, trust, and estate tax returns, including but not limited to 1040, 1041, 1065, and 1120S
  • Assist with preparation of estate and gift tax returns
  • Responsible for staying up-to-date on federal, state and local tax law changes
  • 3 years of HNW tax experience required
  • CPA strongly preferred
  • Bachelor’s Degree in Accounting, Finance or related field required

This is a full-time opportunity that is offering a strong compensation package and a remote working environment. If you’re interested in taking the next step in your career with either the HNW Tax Senior or Manager role, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com.

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