Tax Senior Associate – Family Office
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Boston, United States; hybrid workstyle aligned to an office, with consistent onsite presence during core business hours and regular travel to client sites.
Salary: $67,900–$128,700 annually, plus discretionary bonus based on firm and individual performance.
Company
provides professional services to middle-market clients globally, including integrated Family Office Enterprise services for ultra-high-net-worth families, their operating businesses, and investment structures.
What you will do
- Plan and execute tax compliance and strategic tax consulting engagements as part of a collaborative team.
- Work across individual, entity, and trust, estate, and gift tax planning and compliance for family offices, business owners, and ultra-high-net-worth individuals and families.
- Review tax work and client filings to ensure high-quality results, using technology to support issue spotting and advisory work.
- Delegate work and coach team members to support their development.
- Build and sustain relationships with clients and other professional advisors.
- Review client tax processes, identify inefficiencies, and recommend enhancements to improve the client experience and reduce tax exposure.
Requirements
- Bachelor’s degree in Accounting or a related field from an accredited university.
- Completion of all educational requirements for CPA licensure eligibility in the state of residence, or completion of all requirements to sit for the Bar exam, by the start date.
- At least two years of experience in public accounting or tax-related work.
- Strong computer skills, including proficiency in Microsoft Excel.
- Ability to meet client service, quality, and performance expectations within applicable deadlines and firm and client standards.
- Clear, professional, and effective communication with firm personnel and clients in person, by telephone, and through electronic or written means.
- Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously while maintaining deadlines, accuracy, and quality in a fast-paced client-service environment.
- Ability to work effectively in a professional office environment and, as required, at client sites, including extended periods at a computer and use of standard office equipment.
- Ability to maintain consistent onsite presence during core business hours, regularly report to a firm office, travel to client sites as required, and maintain reliable transportation.
- Ability to work extended or non-standard hours during peak periods or as needed to meet client, project, or firm business needs.
Nice to have
- Active CPA, EA, or attorney accreditation, or willingness and ability to obtain one.
- Advanced degree such as a Master’s in Accounting, Taxation, or an MBA.
- Experience with large or national accounting firms.
- Working knowledge of tax code and compliance.
- Familiarity with tax preparation and review processes.
Culture & Benefits
- Hybrid workstyle combining office-based collaboration and in-person connection based on client, team, development, and relationship-building needs.
- Exposure to strategic tax planning, business advisory, and compliance work.
- Customized career path, annual goal setting, career advisors, and coaches with real-time developmental feedback.
- Access to specialized training programs and cutting-edge technology.
- Competitive benefits and compensation package.
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