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6 дней назад

Tax Senior Associate – Family Office

67 900 - 128 700$
Формат работы
hybrid/onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Tax Senior Associate – Family Office (Tax Planning and Compliance): Planning and executing individual, entity, and trust, estate, and gift tax engagements for family offices, business owners, and ultra-high-net-worth individuals and families with an accent on strategic tax consulting, compliance, and client service. Focus on reviewing tax work, coaching team members, identifying process inefficiencies, and delivering accurate solutions for complex business and family issues.

Location: Boston, United States; hybrid workstyle aligned to an hirify.global 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

hirify.global 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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