Job Description
Join our elite tax team at Boston Financial Partners, where we transform complex financial challenges into strategic opportunities. As a Tax Associate, you'll work directly with high-net-worth individuals and corporations in Boston's vibrant financial district. Enjoy competitive compensation, comprehensive benefits, and a culture of continuous learning. Urgent opening – apply today to advance your career in one of America's most dynamic markets.
Responsibilities
- Prepare and file federal, state, and local tax returns for diverse client portfolios
- Conduct tax research and ensure compliance with evolving IRS regulations
- Analyze financial statements to identify tax-saving opportunities
- Collaborate with senior advisors on complex tax planning strategies
- Manage client relationships through proactive communication and problem-solving
- Utilize tax software (e.g., ProSystem fx, UltraTax) for efficient processing
- Stay current on tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience in public accounting
- Strong knowledge of GAAP, IRS codes, and Massachusetts tax regulations
- Advanced proficiency in Excel and tax preparation software
- Excellent analytical and problem-solving abilities
- Exceptional communication skills for client interactions
- Professional certification (CPA, EA, or Enrolled Agent) required
- Ability to thrive in fast-paced, deadline-driven environments