Job Description
Join our award-winning tax team at Boston Financial Partners and accelerate your career with a $10,000 sign-on bonus! We're seeking a detail-oriented Tax Associate to support high-net-worth individuals and corporate clients. Enjoy modern workspaces in Boston's Financial District, comprehensive benefits, and mentorship from industry experts. This is your chance to build expertise in complex tax strategies while contributing to a culture of excellence and innovation.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and businesses
- Analyze financial data to identify tax-saving opportunities and ensure compliance
- Collaborate with senior advisors on tax planning strategies and IRS correspondence
- Utilize tax software (ProSystem, CCH, or Lacerte) for efficient document processing
- Conduct tax research on evolving regulations and legislative changes
- Present findings to clients through clear, actionable recommendations
- Maintain accurate client records and documentation in compliance with standards
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting or corporate environment
- Proficiency in tax software and Microsoft Office Suite
- Deep understanding of IRS regulations and Massachusetts tax codes
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced setting