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Years of Experience
Date Last Verified
ProfileTax - Senior Associate - Private Client Services Boston Massachusetts Tax Northeast Region Duties: Will mainly service our high net worth and family office clients. Will be responsible for the following job duties which are focused around two core concepts: technical and quality expertise and delivering excellent client service: Preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). Provide timely, high quality client service that meets or exceeds reviewer's and client's expectations. Provide training for interns and entry level staff. Recognize and inform senior management of opportunities to increase level and types of services to clients. Ensure professional development through ongoing education and obtaining additional certifications as appropriate. Start providing detailed review of numbers on Tax returns. Handle routine client tax questions, research tax issues, and works with clients to collect necessary information for tax return completion and compliance. Travel to client sites as needed.
Qualification and Experience
Basic Qualifications: 3+ years of recent experience in Public Accounting with an emphasis in taxation. Experience with Individual Taxation. Bachelor's degree in Accounting or related field would be desirable. Must be eligible to sit for the CPA Exam - or licensed JD. Understanding of tax code and technical aspects of tax preparation and compliance. Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements.
Preferred Qualifications: CPA, JD, or Enrolled Agent Designation. Masters in Accounting. Strong technical skills in accounting and tax preparation and research, review experience a plus. Effective verbal and written communication skills, as well as good computer skills. Ability to handle multiple tasks simultaneously. Experience with a national, regional or local accounting firm is a plus.