Tax Associate

  • location: Boston, MA
  • type: Permanent
  • salary: $90,000 - $100,000 per year
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job description

Tax Associate

job summary:
If you are thinking about transitioning out of public accounting, then this an excellent chance to join a top tier organization with a tremendous reputation, collaborative/team environment and excellent work life balance and culture.

Our client is looking for a Tax Associate with high net worth, individual tax experience to join their expanding team. This newly created, high profile role will be performing a wide range of tax duties related to advisory, compliance, reporting, strategy and planning.

 
location: Boston, Massachusetts
job type: Permanent
salary: $90,000 - 100,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 2 Years
 
responsibilities:
Duties include, but not limited to:

  • Review and complete financial, tax documents
  • Ensure accuracy and compliance of all financial information
  • Review and process tax planning strategies
  • Maintain and reconcile accounts
  • Manage records and tax work papers
  • Perform close process including reviewing investment evaluations, reconciliations, and preparing reports for investors
  • Cash flow projections, planning
  • Research & resolve complex tax issues
  • Financial reporting packages (i.e. net worth statements, cash flow projections, investment performance reporting, charitable/gifting schedules).
  • Income tax projections (est. payments, tax planning)
  • Quarterly review of individuals holdings & transactions.
  • Complex income and estate tax planning and financial & real estate transactions.
  • Coordinate capital calls
  • Advise on various strategies such as charitable and gifting
  • Risk management
  • Review and execute legal documents.
 
qualifications:
The ideal candidate will have:

  • 4 year Degree in Accounting, Finance
  • Advanced degree (MST/MBA)
  • 2+ years of tax experience in public accounting strongly preferred
  • Relevant high net worth tax experience
  • Organized and detail oriented
  • Financial planning and reporting experience is a plus
  • Must have excellent communication skills.
 
skills: Individual/Personal Tax Planning
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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