Tax Accountant – Client Advisory

Job Description

Staff Tax Accountant | Jobot

The Tone:
This is a full-time role at a well-established New England public accounting firm, known for delivering high-quality tax and accounting services. The firm builds long-term relationships with closely held businesses, entrepreneurs, and high-net-worth individuals. This role is crucial for providing both technical expertise and practical business advice, going beyond compliance to participate in meaningful tax planning and strategy.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: New England (In-person)
• Pay: $80000–$100000 yearly
• Mission: Provide high-quality tax and accounting services and practical business advice to closely held businesses, entrepreneurs, and high-net-worth individuals, while building long-term client relationships.
• Tech Stack: CCH Axcess Tax, Document, Engagement

What You’ll Actually Do
• Prepare: Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and gifts, including multi-state and consolidated returns.
• Advise: Assist with tax planning and advisory strategies for clients, applying tax research and technical knowledge to client situations.
• Research: Research federal and state tax issues and effectively communicate findings to clients and team members.
• Collaborate: Develop and maintain strong relationships with clients, while collaborating effectively with peers, managers, and senior professionals.
• Manage: Manage multiple engagements and competing deadlines throughout the tax cycle, ensuring accurate documentation and staying current on relevant tax law changes.

The Must-Haves
• Background: Bachelor’s degree in Accounting or a related field, with 1–3 years of tax experience within a public accounting firm.
• Experience: Experience working with high net worth individuals and closely held businesses, combined with experience in tax research and complex tax return preparation.
• Skills: Strong technical knowledge of federal and state taxation, excellent written and verbal communication skills, and the ability to manage multiple projects and meet deadlines.
• Bonus: CPA license or CPA candidacy, Master’s degree in Taxation (MST), or experience with CCH Axcess Tax, Document, and/or Engagement.