Job Description
We're seeking a meticulous Tax Associate to join our dynamic Boston team immediately. As a key member of our finance department, you'll deliver exceptional tax services to high-net-worth individuals and corporate clients. Our boutique firm offers rapid career progression and collaborative culture in Boston's Financial District.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct complex tax research and maintain compliance with evolving regulations
- Develop tax planning strategies to optimize client outcomes
- Review tax returns for accuracy and regulatory adherence
- Collaborate with senior advisors on multi-client portfolios
- Utilize ProSystem fx and Lacerte tax software platforms
- Manage client relationships with exceptional communication skills
Qualifications
- Bachelor's degree in Accounting/Finance with 2+ years tax experience
- Active CPA license or near-completion of CPA requirements
- Expertise in individual, corporate, and partnership taxation
- Proficiency in tax software (ProSystem fx, Lacerte, CCH Axcess)
- Deep understanding of IRS and Massachusetts DOR regulations
- Exceptional analytical and problem-solving abilities
- Strong attention to detail with zero-tolerance for errors
- Excellent interpersonal and presentation skills